Territory-based sales leader responsible for promoting and distributing mutual funds, ETFs, and interval funds. Develops business plans, engages clients via presentations and travel, works with wholesalers to pursue leads, maintains CRM activity, and reports regional sales performance while attending industry events.
Summary of the RoleThe 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
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.
- 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.
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.
Similar Jobs
.png)
Cloud • Insurance • Payments • Software • Business Intelligence • App development • Big Data Analytics
Support project leadership on client engagements by gathering requirements, creating tasks, tracking budgets and status, facilitating client communication, maintaining documentation, and learning end-to-end project management alongside a senior PM to eventually lead projects.
Digital Media • Information Technology • News + Entertainment
Retain and grow mid-market Comcast Business accounts via inbound/outbound calls, solution-based selling, account reviews, and upsells. Collaborate with Sales Engineering and Project Management for implementations, manage billing/order entry, provide product feedback, and meet sales quota metrics while ensuring customer satisfaction and timely issue resolution.
Top Skills:
Billing ToolsComcast Business Advanced Business SolutionsMicrosoft DynamicsMs OutlookMs SuiteMs TeamsSalesforce
Digital Media • Information Technology • News + Entertainment
Inbound telesales role selling Comcast Business products (including mandatory Comcast Business Mobile). Manage customer relationships from initial call to close, meet sales quotas, maintain accurate CRM records, deliver excellent customer service, and stay current on products and competitors. Must work the posted schedule and handle variable hours, weekends, and overtime as needed.
Top Skills:
Comcast Business MobileCrm SoftwareWireless
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
