Calamos Investments

VP Investment Consultant

Calamos Investments • $100K — $130K *
Naperville, IL 60540In-Person
Finance & Insurance
8 - 10 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • Over ten years in financial services, five or more in intermediary sales/external wholesaling.
  • Series 7 and 63 licenses required; CFA, CAIA, or CIMA preferred.
  • Track record of achieving sales targets.
  • Strong understanding of intermediary channels and industry insights.
  • Ability to work independently and communicate clearly.
  • Extensive travel required within assigned territory.
  • Proficient in Microsoft Office and sales-related software.

Responsibilities

  • Direct retail sales initiatives to meet or exceed sales goals.
  • Engage clients through travel and presentations to generate new business.
  • Communicate benefits of Calamos products focusing on performance and service.
  • Develop and implement business plans to enhance sales and client retention.
  • Work with an internal wholesaler to identify and pursue leads.
  • Conduct office visits, seminars, and calls to share product expertise.
  • Maintain CRM data and prepare regional updates for sales management.

Benefits

  • Comprehensive health and welfare benefits including medical, dental, and vision.
  • Employer-paid short and long-term disability coverage.
  • 401(k) and profit sharing retirement benefits.
  • Paid time off and parental leave.
  • Wellness benefits.
Full Job Description
Summary of the Role
The 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
  • 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.

Compensation Disclosure
The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $100,000 - $130,000. Additionally, this position is eligible for an annual discretionary bonus and this position may be eligible for quarterly discretionary bonus payments.
Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.
Benefits
Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.

About Calamos Investments

Calamos Investments is a global investment firm that offers innovative investment strategies to individuals and institutions. The firm was founded in 1977 by John Calamos, Sr. and has since grown to manage over $20 billion in assets. Calamos Investments is known for its expertise in convertible securities and has been recognized for its investment performance and risk management capabilities. The firm's investment philosophy is centered around a disciplined approach to investing that seeks to identify undervalued securities with strong growth potential. Calamos Investments is headquartered in Naperville, Illinois and has additional offices in New York, San Francisco, and London.
Learn more about Calamos Investments
Size
214 employees
Industry
Finance & Insurance
* Ladders Estimates

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