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Creates and communicates complex financial, wealth, retirement, tax, estate, insurance, education, charitable giving, and wealth transfer plans for high-net-worth clients. Analyzes client finances, prepares presentations, supports plan implementation, collaborates with advisors and external professionals, contributes to sales and client meetings, and mentors other planners. Requires strong communication, emotional intelligence, sales ability, financial planning expertise, and advanced planning knowledge.

Supports wealth planning and business strategy operations through financial planning data management, client document reconciliation, reporting, process improvement, sales enablement analysis, system enhancements, and workflow automation. The Analyst prepares client planning materials, maintains eMoney records, develops insights for leadership, documents processes, and coordinates improvements across wealth management teams.

Manage retail sales across an assigned territory to grow AUM for mutual funds, ETFs, and interval funds. Develop and execute business plans, travel to meet clients, collaborate with internal wholesalers, present product expertise, maintain CRM activity records, deliver regional sales updates, and handle related administrative tasks.

The Product Marketing Manager develops and manages product content across all Calamos funds, ensuring compliance and effective distribution for marketing efforts, while coordinating with various teams for product launches and campaign execution.

Supports customized investment proposals, portfolio analysis and construction, transition planning, private-alternative investment administration, manager due diligence, and investment research. Partners with wealth advisors and client-facing teams to communicate strategies and align recommendations with client objectives, risk, tax, and liquidity needs. Improves investment processes using AI and technology, develops analytical materials, and maintains frameworks and documentation.

Directs hospitality accounting operations for Hotel Arista and CityGate Centre, including financial reporting, month-end close, budgeting, forecasting, reconciliations, tax filings, inventory analysis, revenue audits, cash controls, dashboards, and staff supervision. The role ensures accurate financial statements, strong internal controls, expense and labor accountability, and timely operating reports for managers and ownership.

Sell and wholesale mutual fund and SMA products across a region to acquire and retain assets. Develop annual business plans, conduct regional meetings and presentations, collaborate with internal wholesalers, maintain CRM (Pivotal) activity data, provide product expertise, and report regional sales progress. Frequent travel and paperwork (expenses, updates) required.

General role at Calamos encompassing asset and wealth management with a focus on investment strategies and client services.

The VP of Institutional Sales is responsible for developing new investment management relationships, increasing AUM, and collaborating with institutional teams to meet targets.

The VP Consultant Relations Sales develops and executes business plans for institutional consultant opportunities, focusing on building relationships, generating revenue, and collaborating with internal teams to meet targets.