Calamos Investments · 1 week ago
Investment Consultant- RIA Mid Market
Chicago, IL
Full-time
Onsite
Mid Level
$60K/yr - $80K/yr
3+ years expCalamos Investments is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. The Investment Consultant (IC) is responsible for engaging with mid-market RIAs, promoting Calamos' ETF, private fund, and mutual fund products, and managing key relationships to acquire and retain assets.
AdviceConsultingFinanceFinancial Services
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
Qualification
Required
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
Benefits
Health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability)
Retirement benefits (401(k) and profit sharing)
Paid time off
Paid parental leave
Other wellness benefits
Company
Calamos Investments
Calamos Investments is a global investment firm committed to excellence in investment management and client services.
201-500 employees
H1B Sponsorship
Calamos Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (4)
2023 (4)
2022 (5)
2021 (4)
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown2004-10-28IPO
Leadership Team
John Koudounis
Chief Executive Officer
Dan Dufresne
Chief Operating Officer
Recent News
2025-12-10
2025-11-19
Company data provided by crunchbase