VP Consultant Relation Sales

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

Benefits offered by this job

Health and welfare benefits

Retirement benefits

Paid time off

Paid parental leave

Job summary

Calamos Investments is seeking a VP, Consultant Relations Sales based in Naperville, Illinois. This senior-level position is pivotal in developing new investment management relationships with consultants, driving asset growth for the firm.

The ideal candidate will have 10-15 years of investment management experience and excellent communication skills, complemented by a Bachelor’s degree in a relevant field. Benefits include comprehensive health coverage and retirement plans. The estimated salary range is $200,000 - $250,000 annually, plus a discretionary bonus.

Qualifications

• Minimum 10-15 years investment management experience.
• Series 7 and Series 63 licenses required.
• Ability and willingness to travel on a consistent basis.

Responsibilities

• Develops and executes a business plan to cultivate consultant opportunities.
• Maintains visibility within the consultant marketplace.
• Generates and advances opportunities for institutional mandates.

Skills

Investment management experience

Consultant relations coverage

Excellent presentation and communication skills

PC skills in CRM databases

Education

Bachelor's degree in finance, Business, Economics or Marketing

MBA

CFA or CIMA certification

Job description

Overview

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 VP, Consultant Relations Sales is a senior level business development professional focusing on new business development across consultants. This position’s primary objective is to identify, contact, qualify and close new institutional consultant investment management relationships, resulting in new investment management revenues and assets under management (AUM) for the firm. Performance will be based on the success within assigned territory in establishing contacts, qualifying prospects, building relationships (generally referred to as “activities”), and recognizing new AUM and fee revenues.

Primary Responsibilities

• Develops and executes a business plan to successfully 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.
• Works collaboratively with the Institutional team, to ensure we are meeting or exceeding industry best practices relative to marketing Calamos Advisors, LLC and servicing our clients.
• Coordinates internal resources, communicating and collaborating with key IS team members and other internal business units critical to success, including Product Management, Portfolio Specialists, Legal, Compliance, Operations, Product Management and the investment team.
• Demonstrates appropriate firm, investment philosophy, process and product knowledge, and the associated professional skills, in delivering presentations, both independently and as part of a team.
• Attends industry events and conferences providing strategic opportunities to network, while enhancing firm and investment product visibility in the marketplace.
• Support the client/consultant relationship management (CRM) function as needed, including ongoing or ad-hoc activities (e.g., client review meetings) critical to client and asset retention.
• Performs related duties as assigned.

Preferred Qualifications

• Bachelor’s degree in finance, Business, Economics or Marketing. MBA encouraged. CFA or CIMA certification desired.
• Series 7 and Series 63 licenses required. Can obtain post employment.
• Minimum 10-15 years investment management experience, with proven direct consultant relations coverage experience.
• Ability and willingness to travel on a consistent basis.
• Self-motivated and self-disciplined.
• Well-organized with solid time management skills.
• Comprehensive industry and product knowledge.
• Excellent presentation and communication skills.
• Ability to work effectively in a team environment.
• PC skills in client relationship management/prospecting databases and other related 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 $200,000 - $250,000 annually. Additionally, this position is eligible for an annual discretionary bonus.

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.

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.