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.
Calamos Investments San Francisco, California, USA Office
555 California St, #3325, San Francisco, California, United States, 94104
Similar Jobs
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Leads an enterprise sales team responsible for acquiring and managing large customers, achieving revenue targets, and expanding market share. Develops sales strategies, coaches and mentors account executives, sets performance goals, recruits team members, manages key client relationships, and supports high-level negotiations. Collaborates with partners and internal product, account management, and solutions engineering teams. Analyzes sales data, monitors market trends, reports performance to senior leadership, and drives continuous sales process improvement.
Top Skills:
CRMPipeline ManagementSales Analytics
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Solution Sales Executive role at Atlassian. Posting emphasizes flexible work locations, compensation ranges, and benefits. Specific role responsibilities and qualifications were not included in the provided job description snippet.
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Enterprise sales role focused on driving solutions revenue: build and manage pipeline, engage and negotiate with customers, close deals, and partner with product and customer teams to ensure successful implementations.
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
