Calamos Asset Management
VP Investment Consultant RIA - Northern California
Calamos Asset Management, San Francisco, California, United States, 94199
About Calamos
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, Investment Consultant - RIA/Bank Trust/Family Office Channel (RIA Channel) will be responsible for generating new relationships and servicing existing RIA/Bank Trust/ Family Office firms that generally have greater than $750m in assets under management within the RIA/Bank Trust/Family Office territory. This individual will also be responsible for developing and successfully executing upon a business plan, managing the territory and understanding the greatest opportunities for Calamos Primary Responsibilities Sales and Relationship Building
Articulates the quantitative and qualitative attributes of Calamos Investments' solutions to our clients, prospects and the clients of our advisors. Builds strong relationships in the territory and works collaboratively with the entire Calamos team. Continues to improve and enhance sales skills. Engages in insightful investment discussions that lead the development of trust with clients.
Conducts analysis to review the opportunities within our client's asset allocation, and reviews how our investment solutions may fit within their recommended allocations. Business Planning Develops and successfully executes upon a business plan for the RIA/Bank Trust/ Family Office Central territory that links Calamos' goals to the goals and objectives of the RIA/Bank Trust/Family Office team. Evaluates the business plan against the measures developed with the Director of the RIA Channel. Territory Management Organizes and covers the assigned territory efficiently by focusing on high potential existing and prospective clients. Completes travel and expense reports and other necessary paperwork on a weekly basis. Enters activity data into the CRM database on a regular basis and updates other information into the CRM system as appropriate. Handles related duties as assigned.
Preferred Qualifications Bachelor's degree required. 10+ years of experience in the financial services industry required. Four or more years of intermediary sales/external wholesaling experience and proven expertise and coverage of the RIA/Bank Trust/Family Office channel. Experience selling credit interval funds and ETFs preferred. Series 7 and 63 licenses required. CFA, CAIA or CIMA preferred. Must have a proven track record of sales success and relationships in the RIA/Bank Trust/Family Office channel. Extensive travel is required within the region. Must have a demonstrated track record of success in meeting sales objectives specifically, with firms that have greater than $750m in assets under management. A strong combination of sales and analytical skills coupled with an energetic and engaging style is required. Must be able to work independently and to communicate clearly and concisely. 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 - $150,000. 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.
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, Investment Consultant - RIA/Bank Trust/Family Office Channel (RIA Channel) will be responsible for generating new relationships and servicing existing RIA/Bank Trust/ Family Office firms that generally have greater than $750m in assets under management within the RIA/Bank Trust/Family Office territory. This individual will also be responsible for developing and successfully executing upon a business plan, managing the territory and understanding the greatest opportunities for Calamos Primary Responsibilities Sales and Relationship Building
Articulates the quantitative and qualitative attributes of Calamos Investments' solutions to our clients, prospects and the clients of our advisors. Builds strong relationships in the territory and works collaboratively with the entire Calamos team. Continues to improve and enhance sales skills. Engages in insightful investment discussions that lead the development of trust with clients.
Conducts analysis to review the opportunities within our client's asset allocation, and reviews how our investment solutions may fit within their recommended allocations. Business Planning Develops and successfully executes upon a business plan for the RIA/Bank Trust/ Family Office Central territory that links Calamos' goals to the goals and objectives of the RIA/Bank Trust/Family Office team. Evaluates the business plan against the measures developed with the Director of the RIA Channel. Territory Management Organizes and covers the assigned territory efficiently by focusing on high potential existing and prospective clients. Completes travel and expense reports and other necessary paperwork on a weekly basis. Enters activity data into the CRM database on a regular basis and updates other information into the CRM system as appropriate. Handles related duties as assigned.
Preferred Qualifications Bachelor's degree required. 10+ years of experience in the financial services industry required. Four or more years of intermediary sales/external wholesaling experience and proven expertise and coverage of the RIA/Bank Trust/Family Office channel. Experience selling credit interval funds and ETFs preferred. Series 7 and 63 licenses required. CFA, CAIA or CIMA preferred. Must have a proven track record of sales success and relationships in the RIA/Bank Trust/Family Office channel. Extensive travel is required within the region. Must have a demonstrated track record of success in meeting sales objectives specifically, with firms that have greater than $750m in assets under management. A strong combination of sales and analytical skills coupled with an energetic and engaging style is required. Must be able to work independently and to communicate clearly and concisely. 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 - $150,000. 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.