Investment Consultant- RIA Mid Market at Calamos
Calamos · Chicago, United States Of America · Onsite
- Professional
- Office in Chicago
About Calamos
Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.
Summary of the Role
The Investment Consultant (IC) directly engages with mid-market RIAs that use various investment solutions throughout client portfolios. This position promotes and wholesales Calamos ETF, private fund, and mutual fund products to acquire and retain assets. The IC exclusively builds and manages RIA relationships from Calamos’ Chicago office via email, phone and Zoom correspondence.
Primary Responsibilities
- Generate and retain assets within Calamos’ ETF, private fund, and mutual fund product suite
- Generate business opportunities within a territory through direct outreach to RIAs
- Manage and cultivate key relationships with wealth management clients while positioning Calamos’ full product offerings
- Articulate Calamos solutions with competing products to educate RIAs on similarities and differences in design
- Maintain knowledge of industry related topics
- Proficiency in delivering value-add presentations to a broad array of audiences
- Update activity in CRM and engage with Sales Management on tactical initiatives and projects
- Attend company, industry and other related events as directed
- Manage related duties as assigned
Preferred Qualifications
- Bachelor’s degree required
- 3-5 years direct industry experience, including strong investment management knowledge and proven client facing capabilities
- Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe
- ETF, private fund, and mutual fund product familiarity
- Proven industry experience strongly preferred
- Strong communication skills, both verbal and written, along with significant client interaction experience
- High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and develop talent
- PC skills in Microsoft Excel, Word, PowerPoint and sales database applications
Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.
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