Calamos Wealth Management LLC provides comprehensive investment and wealth advisory services to individuals, families and small- to mid-size institutions as well as foundations and charitable endowments. Calamos Wealth Management headquarters are located in Naperville, Illinois with additional offices in New York and Miami. The firm is a wholly owned subsidiary of Calamos Investments LLC. It is a growing organization currently seeking highly motivated individuals to be part of a dynamic and collaborative team of professionals dedicated to supporting the goals of its growing clientele.
The VP, Director & Sr. Wealth Advisor is a senior level sales professional. The primary function is to identify, contact, qualify and close high-net-worth investment management relationships for Calamos Wealth Management. This position is responsible for new asset generation as well as building and maintaining existing client relationships. The VP, Director & Sr. Wealth Advisor will work independently within the Chicago/New York region in order to achieve individual and team goals.
Develops and executes a business plan in order to generate business and grow AUM within Calamos Wealth Management.
Covers a regional territory and is responsible for prospecting and generating business within high net worth (HNW) investors, ultra high net worth (UHNW) investors, endowments, foundations and other organizations.
Strives to meet or achieve all sales objectives for the assigned region while dynamically contributing to the team goal.
Actively cultivates and maintains relationships with sources of new business, including: established referral platforms, CPA’s, attorneys, investment bankers and other centers of influence.
Delivers presentations and portfolio recommendations to HNW prospects and intermediaries using a highly-professional consultative approach.
Provides superior communication and service to clients, ensuring a continual interaction that promotes trust and client retention.
Partners with internal resources in order to effectively service our clients.
Coordinates seminars and speaking engagements to promote firm capabilities.
Actively participates in industry groups and non-profit events to expand networking opportunities and increase firm visibility.
Performs related duties as assigned.
Statement of the Minimum Qualifications Needed To Do the Job:
Bachelor’s degree required in Finance, Business, Economics or Marketing. MBA preferred.
CFP, CFA or CIMA certification preferred.
20+ years investment management experience, with proven wealth management sales experience.
FINRA Series 7, 63 and 65 required.
Willingness to travel within the assigned region on a consistent basis.
Comprehensive industry and product knowledge with excellent presentation and communication skills.
Ability to counsel/advise sophisticated investors in all areas of high-net-worth services.
About Calamos Investments
Calamos Investments is a global investment firm that has provided asset management services since 1977. Our clients include major corporations, pension funds, endowments, foundations, family offices and individuals. Throughout our history, we have development a range of innovative investment strategies across asset classes. We offer our strategies through separately managed portfolios, mutual funds, close-end funds and UCITS funds. Over recent years, we have focused on expanding our business globally to better serve the needs of a growing base of investors worldwide. Headquarter in the Chicago metropolitan area, we also have offices in London, New York, Miami and San Francisco.