VP Wealth Consultant

Calamos Investments • Chicago, IL

8d

About The Position

Manage all sales activities within assigned geographic territory to exceed revenue objectives. Develop annual business plans and regional strategies to maximize client acquisition and retention. Partner with CWM leadership on joint sales calls, proposal development, presentations, and pricing consultation. Generate new business through prospecting, lead generation, and client conversion within custodial referral programs. Travel regionally to conduct meetings, present CWM solutions and services, and communicate value propositions to referral partner representatives. Deliver regular presentations of CWM services to referral partner associates at their offices and regional events. Differentiate CWM from competitors by highlighting commitment to value-added wealth management performance and exceptional client service. Present investment strategies and wealth management solutions to prospective clients and referral partner associates, ensuring clear communication of benefits and outcomes. Cultivate community relationships and centers of influence to generate leads, facilitate introductions, and drive business development beyond referral programs. Bachelor's degree required. Based in or willing to relocate to the Chicago or New York metropolitan areas, or demonstrated ability to effectively cover these markets through established relationships and regular travel. 8+ years financial services experience required; 4+ years intermediary sales/external wholesaling experience preferred. Series 65 and CFP designations required. Proven history selling financial products and solutions to new and existing clients. Experience collaborating across organizational levels, particularly with executive decision-makers. Demonstrated expertise in sales cycle management and process facilitation. Strong problem-solving, negotiation, and persuasive communication abilities Excellent written communication skills with ability to adapt messaging for diverse audiences. Effective presentation skills for both individual and group settings in formal and informal environments Proficiency in CRM systems with ability to demonstrate and document robust sales pipeline. Proven ability to build and maintain professional relationships with clients, prospects, and internal/community contacts. 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.

Requirements

• Bachelor's degree required.
• Based in or willing to relocate to the Chicago or New York metropolitan areas, or demonstrated ability to effectively cover these markets through established relationships and regular travel.
• 8+ years financial services experience required
• Series 65 and CFP designations required.
• Proven history selling financial products and solutions to new and existing clients.
• Experience collaborating across organizational levels, particularly with executive decision-makers.
• Demonstrated expertise in sales cycle management and process facilitation.
• Strong problem-solving, negotiation, and persuasive communication abilities
• Excellent written communication skills with ability to adapt messaging for diverse audiences.
• Effective presentation skills for both individual and group settings in formal and informal environments
• Proficiency in CRM systems with ability to demonstrate and document robust sales pipeline.
• Proven ability to build and maintain professional relationships with clients, prospects, and internal/community contacts.

Nice To Haves

• 4+ years intermediary sales/external wholesaling experience preferred.

Responsibilities

• Manage all sales activities within assigned geographic territory to exceed revenue objectives.
• Develop annual business plans and regional strategies to maximize client acquisition and retention.
• Partner with CWM leadership on joint sales calls, proposal development, presentations, and pricing consultation.
• Generate new business through prospecting, lead generation, and client conversion within custodial referral programs.
• Travel regionally to conduct meetings, present CWM solutions and services, and communicate value propositions to referral partner representatives.
• Deliver regular presentations of CWM services to referral partner associates at their offices and regional events.
• Differentiate CWM from competitors by highlighting commitment to value-added wealth management performance and exceptional client service.
• Present investment strategies and wealth management solutions to prospective clients and referral partner associates, ensuring clear communication of benefits and outcomes.
• Cultivate community relationships and centers of influence to generate leads, facilitate introductions, and drive business development beyond referral programs.

What This Job Offers

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