Primary Responsibilities:
• Generate and retain assets within Calamos’ ETF product suite
• Generate business opportunities within a territory through direct outreach to financial advisors
• Manage and cultivate key relationships with wealth management clients while positioning Calamos’ ETF line-up
• Articulate Calamos ETFs with competing products to educate financial advisory firms 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
Preferred Qualifications:
• Bachelor’s degree required
• 1-2 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 product familiarity and proven industry experience strongly preferred
• Strong communication skills, both verbal and written along with significant client facing (investment consulting or sales) 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
Source: for more information click here.
