VP Consultant Relation Sales

Calamos Investments • Naperville, IL

9h • $200,000 - $250,000 • Onsite

About The Position

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.

Requirements

• 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.

Nice To Haves

• Bachelor’s degree in finance, Business, Economics or Marketing.
• MBA encouraged.
• CFA or CIMA certification desired.

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.

Benefits

• health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability)
• retirement benefits (401(k) and profit sharing)
• paid time off
• paid parental leave
• other wellness benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior