Calamos Investments · 1 day ago
VP, Investment Consultant - MD/DC
Maryland, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $140K/yr
10+ years expCalamos Investments is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. The Vice President, Investment Consultant is responsible for managing retail sales activities, promoting and distributing Calamos’ suite of funds, and developing business plans to maximize sales and client retention.
AdviceConsultingFinanceFinancial Services
Responsibilities
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
Qualification
Required
Minimum of over ten years of experience in the financial services industry required
Series 7 and 63 licenses required
Preferred
Bachelor's degree is required
Five or more years of intermediary sales/external wholesaling experience
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
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