National Accounts Manager

About Calamos

Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.

Summary of the Role

The National Accounts Manager, is responsible for managing secondary national accounts relationships and assisting the National Accounts Team build a strategy for execution.  This position is also responsible for conference planning and attending conferences on behalf of Calamos.  This position also manages a variety of day-to-day national accounts activities.

Primary Responsibilities

• Serves as the primary relationship contact for the firm’s secondary national accounts relationships. Interacts with a variety of contacts, in both proactive and liaison capacities. 

• Maintains responsibility for all conference planning activities and attends conferences on behalf of Calamos.

• Assists the National Accounts Team with strategic activities.

• Handles a variety of day-to-day national account responsibilities.

• Works with and provides support and information to Intermediary external wholesalers to assist in their sales efforts.

• Uncovers industry trends and leverages within partner firm relationships.

• Assists the SVP/Head of Chief Distribution Officer with conducting analysis of sales/market trends in the industry, our firm and with assigned strategic partners.

• Maintains a high level of industry and Calamos product knowledge.

• Logs client contacts in the CRM system, including inbound/outbound calls, meetings, conference calls, etc.

• Handles related duties and completes special projects as assigned.

• Leverages Partner Firm Data and incorporates into maximizing opportunities w/ primary and secondary national account relationships.

Preferred Qualifications

• Bachelor’s degree required, preferably in business, finance, economics or other related discipline.

• Securities Industry Essentials (SIE) exam, Series 7 and 63 licenses required.  CIMA or CFA or progress towards them preferred.

• At least 3 years of industry related experience required, and prior National/Key Accounts experience preferred.

• Must be organized, detail-oriented, and goal-oriented.

• Must have excellent communication and presentation skills.

• Must be willing to travel as needed.

• Strong knowledge of Word, Excel and PowerPoint.

• Role must be based in either Chicago or New York.

Compensation Disclosure

The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $80,000 - $90,000. Additionally, this position is eligible for an annual discretionary bonus.

Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.

Benefits

Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.

Salary : $80 - $90