Jobs
>
Chicago

    VP, Investment Consultant - Chicago, United States - Calamos Asset Management

    Calamos Asset Management
    Calamos Asset Management Chicago, United States

    3 weeks ago

    Default job background
    Description
    Job Category

    :

    Sales
    Requisition Number

    :

    INVES001402
    Apply now
    Posted :

    March 25, 2024
    Full-Time
    Locations

    Showing 1 location
    Description

    Summary:


    The Investment Consultant – Sustainable Strategies is responsible for operating within the Calamos Sales and Distribution Team to engage directly with financial advisors and institutional clients focused on sustainable investment strategies.

    This position promotes and wholesales Calamos products with the goal of acquiring and retaining assets.
    Primary Responsibilities:

    Generate and retain assets within Calamos' sustainable strategy product suite.
    Generate business opportunities globally through direct outreach to financial advisors and other potential clients.
    Manage and cultivate key relationships with wealth management clients, positioning Calamos' sustainable strategy lineup through those contacts.

    Maintain knowledge of industry related topics, proficiency in delivering value-added presentations to a broad array of audiences; and maintain relationships with key stakeholders, including clients, prospects, and industry experts.

    Serve as the main point of contact and client-facing strategist, addressing questions from the internal sales force, existing clients, and prospects regarding the Calamos Sustainable Equities product offerings.

    Manage the distribution and fundraising campaigns by developing roadmaps, leading sales pipeline discussions, and collaborating with internal teams to create thought leadership pieces.

    Collaborate with the Calamos Marketing, Product, and Data Science teams to qualify sales leads and promote idea generation.
    Update activity in the client management system and work with sales management on tactical initiatives and projects.
    Attend industry and other related events as directed.
    Perform other duties as assigned.
    Preferred Qualifications
    :


    7+ years financial services experience with direct sustainable strategy sales experience, including strong investment management knowledge and proven client facing capabilities.

    Securities Industry Essentials (SIE) exam, FINRA series 7 and 63 licenses required.
    Excellent presentation skills with the ability to effectively explain details about the Calamos sustainable strategies product suite.
    Strong communication skills, both verbal and written along with significant client facing (investment consulting or sales) experience.
    High level of self-motivation, with strong integrity, ethics, collaboration, skills, and ability to manage and grow talent.
    Proficient in skills in Microsoft Excel, Word, PowerPoint, and sales database applications.
    Able and willing to travel (minimum 50%), and international travel may be required.

    #J-18808-Ljbffr
  • Calamos Asset Management

    Investment Consultant

    1 week ago

    Calamos Asset Management Chicago, United States

    Meets sales goals as defined by Sales and Distribution Management, using activities such as phone contacts, email, and conference calls. · Plans day and multi-tasks outbound calls, projects, campaigns and incoming calls. Identifies and pursues leads generated from referrals, ad c ...

  • Northern Trust Corporation

    Consultant, Investment Risk

    1 day ago

    Northern Trust Corporation Chicago, United States Full time

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succ ...

  • Envestnet

    Investment Product Consultant

    1 day ago

    Envestnet Chicago, United States

    Envestnet is seeking a passionate and talented · Investment Product Consultant · to join our Sales team. This position is expected to report to one of the following office locations: Berwyn, PA, Chicago, IL, or Denver, CO. · Envestnet is transforming the way financial advice an ...

  • Envestnet

    Investment Product Consultant

    1 week ago

    Envestnet Chicago, United States

    Description · Envestnet is seeking a passionate and talented Investment Product Consultant to join our Sales team. This position is expected to report to one of the following office locations: Berwyn, PA, Chicago, IL, or Denver, CO. · Envestnet is transforming the way financial ...

  • Aon plc

    Senior Institutional Investment Consultant

    3 days ago

    Aon plc Chicago, United States

    Posting Description · Aon is looking for a Senior Institutional Investment Consultant · (Remote, open to anywhere in the U.S.) · Responsibilities: · Expected to serve largely on public plan client and/or non-profit client teams (experience with either type of client is benefic ...

  • Northern Trust

    Consultant, Alternative Investments

    1 month ago

    Northern Trust Chicago, United States Full time

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...

  • Northern Trust Corporation

    Consultant, Client Service, Investment Outsource Operations

    4 days ago

    Northern Trust Corporation Chicago, United States Full time

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succ ...

  • Northern Trust

    Consultant, Investment Risk

    1 week ago

    Northern Trust Chicago, United States Full time

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...

  • Northern Trust

    Consultant, Investment Risk

    1 month ago

    Northern Trust Chicago, United States Full time

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...

  • Aon

    Senior Institutional Investment Consultant

    3 weeks ago

    Aon Chicago, United States

    Posting Description: · Aon is looking for a Senior Institutional Investment Consultant · (Remote, open to anywhere in the U.S.) · Responsibilities: · Expected to serve largely on public plan client and/or non-profit client teams (experience with either type of client is bene ...

  • Northern Trust

    Consultant, Client Service, Investment Outsource Operations

    6 days ago

    Northern Trust Chicago, United States

    Consultant, Client Service, Investment Outsource Operations page is loaded · Consultant, Client Service, Investment Outsource Operations · Apply · remote type · Hybrid · locations · Chicago, IL · time type · Full time · posted on · Posted 2 Days Ago · job requisition i ...

  • Charles Schwab

    Investment Consultant

    1 hour ago

    Charles Schwab Northbrook, United States Full time

    Position Type: RegularYour opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · As an Investment Consultant (IC) ...

  • National Black MBA Association

    Investment Consultant

    6 days ago

    National Black MBA Association Schaumburg, United States

    Job Description: · Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance ...

  • Northern Trust

    Fiduciary Investment Risk Consultant

    1 month ago

    Northern Trust Chicago, United States Full time

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...

  • Northern Trust

    Fiduciary Investment Risk Consultant

    1 week ago

    Northern Trust Chicago, United States Full time

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most suc ...

  • Northern Trust Corp.

    Consultant, Client Service, Investment Operations

    1 week ago

    Northern Trust Corp. Chicago, United States

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...

  • Northern Trust

    Consultant, Client Service, Investment Operations

    1 week ago

    Northern Trust Chicago, United States Full time

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...

  • Northern Trust

    Consultant, Client Service, Investment Operations

    3 weeks ago

    Northern Trust Chicago, United States Full time

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...

  • Northern Trust

    Consultant, Client Service, Investment Operations Outsourcing

    1 week ago

    Northern Trust Chicago, United States

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most suc ...

  • ADP

    Institutional Investment Consultant

    53 minutes ago

    ADP Elk Grove Village, United States

    ADP is hiring anInstitutional Investment Consultant. In this position, Institutional Investment Consultant the will be assigned a book of clients, providing investment analysis and recommendations to a committee of senior managers of our largest customers. Customize investment re ...