Calamos Investments
Investment Consultant- RIA Mid Market
Calamos Investments, Chicago, Illinois, United States, 60290
Overview
Ready to make your application Please do read through the description at least once before clicking on Apply. Calamos Investments is seeking an Investment Consultant (IC) focused on mid-market RIAs. The IC directly engages with mid-market RIAs that use various investment solutions throughout client portfolios. This role promotes and wholesales Calamos ETF, private fund, and mutual fund products to acquire and retain assets. The IC exclusively builds and manages RIA relationships from Calamos’ Chicago office via email, phone and Zoom.
Primary Responsibilities
Generate and retain assets within Calamos’ ETF, private fund, and mutual fund product suite
Generate business opportunities within a territory through direct outreach to RIAs
Manage and cultivate key relationships with wealth management clients while positioning Calamos’ full product offerings
Articulate Calamos solutions with competing products to educate RIAs on similarities and differences in design
Maintain knowledge of industry related topics
Proficiency in delivering value-add presentations to a broad array of audiences
Update activity in CRM and engage with Sales Management on tactical initiatives and projects
Attend company, industry and other related events as directed
Manage related duties as assigned
Preferred Qualifications
Bachelor’s degree required
3-5 years direct industry experience, including strong investment management knowledge and proven client facing capabilities
Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe
ETF, private fund, and mutual fund product familiarity
Proven industry experience strongly preferred
Strong communication skills, both verbal and written, along with significant client interaction experience
High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and develop talent
PC skills in Microsoft Excel, Word, PowerPoint and sales database applications
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.
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 $60,000 - $70,000 annually. 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.
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Ready to make your application Please do read through the description at least once before clicking on Apply. Calamos Investments is seeking an Investment Consultant (IC) focused on mid-market RIAs. The IC directly engages with mid-market RIAs that use various investment solutions throughout client portfolios. This role promotes and wholesales Calamos ETF, private fund, and mutual fund products to acquire and retain assets. The IC exclusively builds and manages RIA relationships from Calamos’ Chicago office via email, phone and Zoom.
Primary Responsibilities
Generate and retain assets within Calamos’ ETF, private fund, and mutual fund product suite
Generate business opportunities within a territory through direct outreach to RIAs
Manage and cultivate key relationships with wealth management clients while positioning Calamos’ full product offerings
Articulate Calamos solutions with competing products to educate RIAs on similarities and differences in design
Maintain knowledge of industry related topics
Proficiency in delivering value-add presentations to a broad array of audiences
Update activity in CRM and engage with Sales Management on tactical initiatives and projects
Attend company, industry and other related events as directed
Manage related duties as assigned
Preferred Qualifications
Bachelor’s degree required
3-5 years direct industry experience, including strong investment management knowledge and proven client facing capabilities
Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe
ETF, private fund, and mutual fund product familiarity
Proven industry experience strongly preferred
Strong communication skills, both verbal and written, along with significant client interaction experience
High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and develop talent
PC skills in Microsoft Excel, Word, PowerPoint and sales database applications
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.
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 $60,000 - $70,000 annually. 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