VP Investment Consultant RIA - Southeast
Job Category: Sales & Distribution
Requisition Number: VPINV001424
Posted: August 20, 2024
Employment Type: Full-Time
Location: Florida, USA
Description
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 to 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 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:
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 are essential.
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