Calamos Investments · 20 hours ago
VP Wealth Consultant
California, United States
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $200K/yr
8+ years expCalamos Investments is a leading investment firm, and they are seeking a VP Wealth Consultant to drive business development for their Wealth Management division. This role focuses on cultivating strategic relationships with custodial partners and converting referrals into new clients, requiring strong sales and relationship management skills.
AdviceConsultingFinanceFinancial Services
Responsibilities
Manage all sales activities within assigned geographic territory to exceed revenue objectives
Develop annual business plans and regional strategies to maximize client acquisition and retention
Partner with CWM leadership on joint sales calls, proposal development, presentations, and pricing consultation
Generate new business through prospecting, lead generation, and client conversion within custodial referral programs
Travel regionally to conduct meetings, present CWM solutions and services, and communicate value propositions to referral partner representatives
Deliver regular presentations of CWM services to referral partner associates at their offices and regional events
Differentiate CWM from competitors by highlighting commitment to value-added wealth management performance and exceptional client service
Present investment strategies and wealth management solutions to prospective clients and referral partner associates, ensuring clear communication of benefits and outcomes
Cultivate community relationships and centers of influence to generate leads, facilitate introductions, and drive business development beyond referral programs
Qualification
Preferred
Bachelor's degree required
Based in or willing to relocate to the San Francisco metropolitan area, or demonstrated ability to effectively cover these markets through established relationships and regular travel
8+ years financial services experience required; 4+ years intermediary sales/external wholesaling experience preferred
Series 65 and CFP designations required
Proven history selling financial products and solutions to new and existing clients
Experience collaborating across organizational levels, particularly with executive decision-makers
Demonstrated expertise in sales cycle management and process facilitation
Strong problem-solving, negotiation, and persuasive communication abilities
Excellent written communication skills with ability to adapt messaging for diverse audiences
Effective presentation skills for both individual and group settings in formal and informal environments
Proficiency in CRM systems with ability to demonstrate and document robust sales pipeline
Proven ability to build and maintain professional relationships with clients, prospects, and internal/community contacts
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