VP Investment Consultant RIA - Northern California

VP Investment Consultant RIA - Northern California

Join to apply for the VP Investment Consultant RIA - Northern California role at Calamos Investments

VP Investment Consultant RIA - Northern California

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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.

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 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.

Organizes and covers the assigned territory efficiently by focusing on high potential existing and prospective clients.

Preferred Qualifications

Compensation Disclosure

The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $100,000 - $150,000. Additionally, this position is eligible for an annual discretionary bonus.

Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.

Benefits

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.

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.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Industries

Investment Management

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VP Investment Consultant - Northern California

California, United States $75,000.00-$100,000.00 1 week ago

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