Internal ETF Sales Associate

Calamos Investments; Chicago (IL); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health benefits

401(k) and profit sharing

Paid time off

Parental leave

Wellness benefits

Job summary

Calamos Investments is seeking an Internal ETF Sales Associate to partner with sales teams and engage financial advisors and institutional buyers who use ETFs. The role focuses on promoting and wholesaling Calamos ETF products to grow assets and maintain client relationships.

Ideal candidates have a Bachelor’s degree and 1–2 years of industry experience with strong communication and client-facing skills; Series 7 and 63 licenses or willingness to obtain are required or preferred.

Qualifications

• Bachelor’s degree required.
• 1–2 years direct industry experience with client-facing capabilities.
• Series 7 and 63 licenses or willingness to obtain.
• ETF product familiarity is preferred.

Responsibilities

• Generate and retain assets within Calamos’ ETF product suite.
• Generate business opportunities by direct outreach to financial advisors.
• Manage relationships with wealth management clients and position ETF line-up.
• Deliver value-add presentations to diverse audiences.
• Update CRM activity and support tactical initiatives.

Skills

Client-facing experience

Strong communication

Self-motivation

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

CRM systems

Job description

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.

Summary of the Role

The Internal ETF Sales Associate partners with Calamos’ generalist sales teams to both indirectly and directly engage with financial advisors and institutional buyers that primarily use ETFs throughout client portfolios. This position promotes and wholesales Calamos ETF products to acquire and retain assets.

Primary Responsibilities

• Generate and retain assets within Calamos’ ETF product suite
• Generate business opportunities within a territory through direct outreach to financial advisors
• Manage and cultivate key relationships with wealth management clients while positioning Calamos’ ETF line-up
• Articulate Calamos ETFs with competing products to educate financial advisory firms on similarities and differences in design
• Maintain knowledge of industry related topics
• Proficiency in delivering value-add presentations to a broad array of audiences
• Update activity in CRM and engage with Sales Management on tactical initiatives and projects
• Attend company, industry and other related events as directed
• Manage related duties as assigned

Preferred Qualifications

• Bachelor’s degree required
• 1-2 years direct industry experience, including strong investment management knowledge and proven client facing capabilities
• Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe
• ETF product familiarity and proven industry experience strongly preferred
• Strong communication skills, both verbal and written along with significant client facing (investment consulting or sales) experience
• High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and develop talent
• PC skills in Microsoft Excel, Word, PowerPoint and sales database applications

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 $50,000-$60,000. 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.

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.

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.