What are the responsibilities and job description for the VP Investment Consultant - Texas position at Calamos Investments?
Job Details
Description
Summary:
The Vice President (“VP”), Investment Consultant is responsible for managing retail sales activities. This role is pivotal in promoting and distributing Calamos’ suite of mutual funds, ETFs, and interval funds, with the goal of growing and maintaining assets under management. The VP also develops annual business plans and strategies to maximize and retain sales in the region.
Primary Responsibilities:
Directs retail sales initiatives in the territory, aiming to achieve or surpass sales targets.
Engage with clients across the territory through travel and presentations, fostering new business opportunities for Calamos products.
Articulate the advantages of Calamos offerings, highlighting our dedication to superior performance and client service.
Develops and implements comprehensive business plans to bolster sales and ensure client retention.
Works in conjunction with an internal wholesaler to identify and pursue leads generated from referrals, ad campaigns and region canvassing.
Participates in scheduled office visits, seminars, conference calls and other meetings and provides a high level of product expertise.
Enters activity data into the CRM database on a regular basis and updates other information as appropriate.
Prepares and presents a weekly regional update to the sales management team on the status of the region. Participates in other sales update meetings as appropriate.
Maintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles.
Represents Calamos at relevant corporate and industry events.
Manages administrative tasks, including timely submission of travel and expense documentation.
Handles related duties as assigned.
Preferred Qualifications:
Bachelor’s degree is required.
Minimum of over ten years of experience in the financial services industry required. Five or more years of intermediary sales/external wholesaling experience.
Series 7 and 63 licenses required. CFA, CAIA or CIMA preferred.
Proven success in achieving sales targets.
In-depth understanding of intermediary channels, products, and industry insights.
Must be able to work independently and to communicate clearly and concisely.
Willingness to travel extensively within the assigned territory.
Proficiency in Microsoft Office suite and familiarity with sales-related software.
