The Wealth Consultant drives business development, manages sales activities, and generates revenue through custodial referral programs and client conversion while building strong relationships.
Summary of the RoleThe Wealth Consultant drives business development for Calamos Wealth Management by cultivating strategic relationships with custodial partners and converting referrals into new clients. This role focuses on generating revenue growth through custodial referral programs, particularly Fidelity, while building relationships with referral partners, prospects, and internal Wealth Advisors. The position requires coordinating branch meetings, managing the prospect conversion process, and partnering with investment professionals and onboarding teams to ensure seamless client experiences from initial referral through conversion. This position requires regular travel throughout the assigned territory, with preference for candidates based in or with strong ties to the Chicago, Miami, or Atlanta markets. The ideal candidate is highly energetic, business development-focused, an exceptional listener, growth-oriented, and possesses a strong collaborative mindset.Primary 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.
- Bachelor's degree required.
- Based in or willing to relocate to the Chicago or New York metropolitan areas, 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.
Top Skills
Crm Systems
Calamos Investments New York, New York, USA Office
50 Rockefeller Plaza, Suite 1600, New York, New York, United States, 10020
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