Summary: 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.
