Senior Consultant Relations & Business Development Lead

Calamos Investments; Naperville, Northern (IL, KY); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Paid time off

Parental leave

Wellness benefits

Job summary

Calamos Advisors, LLC in Naperville, IL, seeks a VP, Consultant Relations Sales to drive new institutional consultant relationships and increase AUM. You will develop a business plan, build a pipeline, and close opportunities across markets, traveling as needed to meet clients and conferences.

The role demands 10–15 years in investment management with direct consultant coverage, exceptional presentation skills, and strong teamwork. A CFA/CAIA is preferred; Series 7/63 required.

Qualifications

• Bachelor’s degree in finance, business, economics or marketing required.
• Series 7 and Series 63 licenses required; can obtain post-employment.
• 10–15 years of investment management experience with consultant relations coverage.
• Willingness to travel regularly.

Responsibilities

• Develops and executes a business plan to cultivate direct institutional consultant opportunities across markets.
• Maintains a high level of activities and visibility within the consultant marketplace, including direct marketing, in-person dialogue/meetings, and industry conferences and events attendance.
• Develops a pipeline of consultant prospects/relationships within the assigned territory, enabling new business opportunities for Calamos Advisors, LLC.
• Generates and advances opportunities and assists in the closing of new institutional mandates within the assigned consultant territory and contributing positively to Institutional Service’s annual asset raising and revenue targets.
• Utilizes required management reporting tools/systems to ensure accurate and timely reporting of activity and opportunities within the assigned territory.

Skills

Presentation skills

Communication skills

Time management

Team collaboration

Education

Bachelor’s degree in finance, business, economics or marketing

MBA encouraged

CFA or CIMA certification desired

Tools

CRM software

Job description

Calamos Advisors, LLC in Naperville, IL, seeks a VP, Consultant Relations Sales to drive new institutional consultant relationships and increase AUM. You will develop a business plan, build a pipeline, and close opportunities across markets, traveling as needed to meet clients and conferences.

The role demands 10–15 years in investment management with direct consultant coverage, exceptional presentation skills, and strong teamwork. A CFA/CAIA is preferred; Series 7/63 required.