The Role
Territory-based sales leader responsible for promoting and distributing mutual funds, ETFs, and interval funds. Develops business plans, engages clients via presentations and travel, works with wholesalers to pursue leads, maintains CRM activity, and reports regional sales performance while attending industry events.
Summary Generated by Built In
Summary of the RoleThe Vice President (“VP”), Investment Consultant is responsible for managing retail sales activities. This role is pivotal in promoting and distributing Calamos’ suite of mutual funds, ETFs, and interval funds, with the goal of growing and maintaining assets under management. The VP also develops annual business plans and strategies to maximize and retain sales in the region.Primary Responsibilities
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
- Directs retail sales initiatives in the territory, aiming to achieve or surpass sales targets.
- Engage with clients across the territory through travel and presentations, fostering new business opportunities for Calamos products.
- Articulate the advantages of Calamos offerings, highlighting our dedication to superior performance and client service.
- Develops and implements comprehensive business plans to bolster sales and ensure client retention.
- Works in conjunction with an internal wholesaler to identify and pursue leads generated from referrals, ad campaigns and region canvassing.
- Participates in scheduled office visits, seminars, conference calls and other meetings and provides a high level of product expertise.
- Enters activity data into the CRM database on a regular basis and updates other information as appropriate.
- Prepares and presents a weekly regional update to the sales management team on the status of the region. Participates in other sales update meetings as appropriate.
- Maintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles.
- Represents Calamos at relevant corporate and industry events.
- Manages administrative tasks, including timely submission of travel and expense documentation.
- Handles related duties as assigned.
Preferred Qualifications
- Bachelor’s degree is required.
- Minimum of over ten years of experience in the financial services industry required. Five or more years of intermediary sales/external wholesaling experience.
- Series 7 and 63 licenses required. CFA, CAIA or CIMA preferred.
- Proven success in achieving sales targets.
- In-depth understanding of intermediary channels, products, and industry insights.
- Must be able to work independently and to communicate clearly and concisely.
- Willingness to travel extensively within the assigned territory.
- Proficiency in Microsoft Office suite and familiarity with sales-related software.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree
- Over ten years of experience in the financial services industry
- Five or more years of intermediary sales/external wholesaling experience
- Series 7 license
- Series 63 license
- CFA, CAIA, or CIMA
- Proven success in achieving sales targets
- In-depth understanding of intermediary channels, products, and industry insights
- Ability to work independently and communicate clearly and concisely
- Willingness to travel extensively within the assigned territory
- Proficiency in Microsoft Office suite and familiarity with sales-related software
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The Company
What We Do
Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.
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