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Calamos Investments job: VP, Regional Director (Florida)
Calamos Investments is notifying you of a new job opening in your area. Please share with your job seeking clientele, and put it up on your job website (if you have one). Thank you for supporting equal employment opportunity.
COMPANY: Calamos Investments
CITY: Naples
ZIP CODE: 34102
VP, Regional Director (Florida)
The VP, Regional Director is a senior level sales professional. The primary function is to identify, contact, qualify and close high-net-worth and family office investment management and advisory relationships for Calamos Wealth Management. This position is responsible for new asset generation with some client retention responsibilities. The VP, Regional Director will work independently within the assigned region in order to achieve individual and team goals. This position will be based in South Florida and will cover the Southeast region. Principal Accountabilities: 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 family offices, 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.
Skillfully communicate the firm's investment philosophy, process and strategies.
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.
Assists with ongoing client servicing by participating in client review meetings as needed Reports activities, opportunities and accomplishments on a regular basis within the CRM system.
Performs related duties as assigned.
Qualifications: Bachelor's degree required in Finance, Business, Economics or Marketing. MBA preferred.
CFP, CFA or CIMA certification preferred.
15+ years investment management experience, with proven direct outside sales experience.
Bi-lingual in English and Spanish preferred.
FINRA Series 7, 63 and 65 securities licenses required.
Self-motivated and self-disciplined with the ability to excel working from a satellite location.
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.
Calamos Investments is an equal opportunity employer. We value a diverse workforce and an inclusive culture.
Calamos Investments encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, and veteran status.
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YP September Thursday 5:30 Networking Event!

September 18, 2014, 5:30pm - September 18, 2014, 6:30pm

Fancy's Southern Cafe

Location: the bar (left) side of Fancy's Southern Cafe This is a warmup for the final Sandbar Extravaganza of 2014!

5 days ago  ·  

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