National Accounts Manager

Calamos Investments•Naperville, IL

28d

About The Position

Serves as the primary relationship contact for the firm's secondary national accounts relationships. Interacts with a variety of contacts, in both proactive and liaison capacities. Maintains responsibility for all conference planning activities and attends conferences on behalf of Calamos. Assists the National Accounts Team with strategic activities. Handles a variety of day-to-day national account responsibilities. Works with and provides support and information to Intermediary external wholesalers to assist in their sales efforts. Uncovers industry trends and leverages within partner firm relationships. Assists the SVP/Head of Chief Distribution Officer with conducting analysis of sales/market trends in the industry, our firm and with assigned strategic partners. Maintains a high level of industry and Calamos product knowledge. Logs client contacts in the CRM system, including inbound/outbound calls, meetings, conference calls, etc. Handles related duties and completes special projects as assigned. Leverages Partner Firm Data and incorporates into maximizing opportunities w/ primary and secondary national account relationships.

Requirements

Bachelor's degree required, preferably in business, finance, economics or other related discipline.
Securities Industry Essentials (SIE) exam, Series 7 and 63 licenses required.
At least 3 years of industry related experience required, and prior National/Key Accounts experience preferred.
Must be organized, detail-oriented, and goal-oriented.
Must have excellent communication and presentation skills.
Must be willing to travel as needed
Strong knowledge of Word, Excel and PowerPoint.
Role must be based in either Chicago or New York.

Nice To Haves

CIMA or CFA or progress towards them preferred.

Responsibilities

Serves as the primary relationship contact for the firm's secondary national accounts relationships.
Interacts with a variety of contacts, in both proactive and liaison capacities.
Maintains responsibility for all conference planning activities and attends conferences on behalf of Calamos.
Assists the National Accounts Team with strategic activities.
Handles a variety of day-to-day national account responsibilities.
Works with and provides support and information to Intermediary external wholesalers to assist in their sales efforts.
Uncovers industry trends and leverages within partner firm relationships.
Assists the SVP/Head of Chief Distribution Officer with conducting analysis of sales/market trends in the industry, our firm and with assigned strategic partners.
Maintains a high level of industry and Calamos product knowledge.
Logs client contacts in the CRM system, including inbound/outbound calls, meetings, conference calls, etc.
Handles related duties and completes special projects as assigned.
Leverages Partner Firm Data and incorporates into maximizing opportunities w/ primary and secondary national account relationships.