Summary of the Role The AVP, Investment Consultant is responsible for managing all retail sales activities within the designated region. This position promotes and wholesales Calamos mutual fund and SMA products in order to acquire and retain assets. The AVP also develops annual business plans and strategies to maximize and retain sales in the region. Primary Responsibilities Manages all retail sales activities within the region and strives to meet or exceed all sales objectives. Travels throughout the region and conducts meetings in order to present information about Calamos’ products and encourage new business. Positions and differentiates Calamos against competitor firms by explaining Calamos’ commitment to value-added performance and exceptional client service. Creates annual business plans and strategies to maximize and retain sales in the region. 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 Pivotal database on a regular basis and updates other information in Pivotal as appropriate. Prepares and presents a weekly regional update to the Divisional Director 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. Attends company, industry and other related events as directed. Completes travel and expense reports and other necessary paperwork on a weekly basis. Handles related duties as assigned. Preferred Qualifications Bachelor’s degree required. 8+ years experience in the financial services industry required. Four or more years of intermediary sales/external wholesaling experience. Series 7 and 63 licenses required. CFA or CIMA preferred. Must have a demonstrated track record of success in meeting sales objectives. Thorough knowledge of various intermediary channels and comprehensive product and industry knowledge required. Must be able to work independently and to communicate clearly and concisely. Extensive travel required within the region. 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 $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. 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. #J-18808-Ljbffr
AVP Investment Consultant • Chicago, IL, United States
The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea... Show more
The VP, Investment leads senior media relationships across a portfolio of clients, and is responsible for interfacing and interacting with clients, all Rise and QAS departments and/or other Quad te... Show more
Vice President, Advisor Consultant.The Vice President, Advisor Consultant is a key external-facing sales position within Antares' Wealth Distribution team, responsible for driving strategic growth ... Show more
As a Sales Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will partner with a senior sales team member to drive product sales and stra... Show more
Sompo has a unique opportunity for an Assistant Vice President in our Large Property team.This position will support our Industry Practice business.Sompo North America provides a client-centric whi... Show more
Account Manager For Peco Organization.Serve as an account manager for the PECO organization within AmTrust, to provide operational and financial support to stakeholder groups by liasing with our th... Show more
Consultant, North America Client Reporting.The Consultant role within the North America Client Reporting team plays a strategic role within the Northern Trust Asset Management COO organization, res... Show more
AVP Of Trading And Portfolio Management.The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs.We combine expertise and innovat... Show more
Description The salary range for this position is $200,000- $250,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance.To apply to this hyb... Show more
We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business.This role can be based in Chicago, St Louis, Minneapolis, Dallas, Southfield, or Columbus and offers a hybri... Show more
Institutional Investment Consulting Associate.We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business.This role can be based in Chicago, Columbus, Dallas, Denver, I... Show more
Callan is seeking a new team member to join our Investment Consulting Group.As an investment consultant on our team, you will work directly with institutional asset owners on either a discretionary... Show more
Vice President, Private Equity Advisory & Operational Consulting.Rapidly growing advisory firm serving middle-market companies and private equity sponsors.The Company is in search of a Vice Preside... Show more
VP, Investment Officer Data Centers (Central/East).At Prologis, we don't just lead the industrywe define it with a 1.We create the intelligent infrastructure that powers global commerce, seamlessl... Show more
Investment Banking Coordinator.Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offe... Show more
Investment Consulting Group Senior Consultant.Callan is seeking a new team member to join our Investment Consulting Group.As a senior investment consultant on our team, you will work directly with ... Show more
Assistant Vice President, E&S Property Team.Sompo has a unique opportunity for an Assistant Vice President in our E&S Property team.Our E&S Property team considers all types of commercial occupanci... Show more
The VP, Director of Investment oversees investment, activation, and portfolio management across all media channels.They provide consistent leadership by bringing new ideas, innovation, and opportun... Show more
We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business.This role can be based in Chicago, St Louis, Minneapolis, Dallas, Southfield, or Columbus and offers a hybri... Show more
Job Category: Finance Requisition Number: AVPCO001083.Full-Time On-site Salary: $118,000 USD per year.W Jackson Blvd Chicago, IL 60661, USA.The Safer Foundation is a social service provider to indi... Show more
