Senior Institutional Consultant Relations Lead

IMEA; Naperville (IL); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health and welfare benefits

401(k) and profit sharing

Paid time off

Paid parental leave

Wellness benefits

Job summary

Calamos Advisors, LLC is seeking a senior-level VP of Consultant Relations Sales to drive new institutional consultant relationships and revenue across assigned territories. The role emphasizes direct outreach, relationship building, and meeting annual asset targets through active marketing, events, and collaboration with internal teams.

The position requires extensive travel, a strong track record in consultant relations within investment management, and top-tier presentation and communication

Qualifications

• Bachelor’s degree in finance, business, economics, or marketing; MBA encouraged.
• Series 7 and Series 63 licenses required; can obtain post-employment.
• 10–15 years investment management experience with direct consultant relations.
• Willingness to travel on a consistent basis.
• Excellent presentation and communication skills.

Responsibilities

• Develops and executes a business plan to cultivate direct institutional consultant opportunities across markets.
• Maintains high activity and visibility within the consultant marketplace through direct marketing, meetings, and conferences.
• Develops a pipeline of consultant prospects within the territory, enabling new business opportunities for Calamos Advisors, LLC.
• Generates and advances opportunities and assists in closing new institutional mandates.
• Uses management reporting tools to ensure accurate activity reporting in the territory.
• Collaborates with the Institutional team to meet industry best practices in marketing Calamos Advisors and servicing clients.
• Coordinates internal resources and communicates with key team members to drive success.
• Demonstrates firm knowledge and presents both independently and in teams.
• Attends industry events to network and raise investment product visibility.
• Supports CRM functions and client relationship management activities.
• Performs related duties as assigned.

Skills

Presentation skills

Communication

Travel willingness

Teamwork

Time management

Industry knowledge

Self-motivation

Education

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

MBA encouraged

CFA or CIMA certification

Tools

CRM software

Job description

Calamos Advisors, LLC is seeking a senior-level VP of Consultant Relations Sales to drive new institutional consultant relationships and revenue across assigned territories. The role emphasizes direct outreach, relationship building, and meeting annual asset targets through active marketing, events, and collaboration with internal teams.

The position requires extensive travel, a strong track record in consultant relations within investment management, and top-tier presentation and communication