The Investment Consultant Level I is responsible for creating an increased phone presence in the assigned region(s) that complement the sales activities of that territory’s VP, Investment Consultant (external wholesaler).
Compensation
The expected annual base salary range for this position is $65,000 - $80,000.
Responsibilities
Meets sales goals as defined by Sales and Distribution Management, using activities such as phone contacts, email, and conference calls.
Plans day and multi-tasks outbound calls, projects, campaigns and incoming calls.
Identifies and pursues leads generated from referrals, ad campaigns and region canvassing.
Learns, understands and is able to present all Calamos strategies and products across multiple channels and platforms while keeping abreast of competing strategies and products.
Enhances and builds upon relationships through effective proactive telephone calls and contact follow-up, as well as handling specific questions and resolving account problems.
Requirements
Bachelor’s degree in business or other related discipline
Nice to have: Securities Industry Essentials (SIE) exam
Lead external sales efforts in the Wirehouse channel across the Pacific Northwest, driving gross and net sales of investment products.
Responsibilities
Develop and maintain sales programs with assigned intermediaries.
Execute a strategic business plan to drive gross and net sales, targeting Top‑Tier Financial Advisors within Wirehouse branch offices in the Pacific Northwest – Washington, Oregon, and Alaska.
Identify client needs and coordinate efforts to service assigned intermediaries.
Build and maintain long‑term relationships with Financial Advisors, Branch Managers, and Complex Directors to increase firm footprint and market share.
Act as a subject matter expert on the company’s investment products, portfolio construction, and asset allocation, providing tailored solutions to meet advisor needs.
Faculty member responsible for teaching undergraduate and graduate finance courses, conducting scholarly research, and contributing to the academic community.
Compensation
Salary Ranges (depending on rank, qualifications and experience): Assistant Professor: $201,248 - $245,969 Associate Professor: $208,080 - $254,320
Responsibilities
Teach undergraduate and graduate finance courses, including MBA/MS programs
Develop and deliver course materials and assessments
Conduct original research in finance topics such as behavioral finance, corporate finance, fixed income, investments, fintech, or asset pricing
Publish research in top-tier journals
Collaborate with colleagues across the Finance Department
Lead product origination and development for the Australia wealth market, driving design and end‑to‑end development of new products for Blackstone Private Wealth.
Responsibilities
Lead product origination and development for the Australia wealth market
Identify market and product trends in the industry to enable BXPW to make informed product decisions
Lead curation of product priorities for various client segments across Australia by analyzing and distilling industry data, evaluating the relative strength of BXPW products vs. peers, understanding client feedback and preferences
Help evolve the firm's product offerings to stay relevant to the client base and market environment
Participate in early‑stage global product design and development, provide ongoing oversight for products across asset classes
Provide advanced ETF and portfolio analytics to financial advisors, institutional investors, and direct investing platforms, acting as a technical expert across the iShares product suite.
Locations (2)
San Francisco, California, United States
New York, New York, United States
Compensation
For San Francisco, CA and New York, NY Only the salary range for this position is USD$150,000.00 - USD$200,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits.
Responsibilities
Support ETF investment due diligence for financial advisors and institutional investors.
Respond to client inquiries through customized analyses and communicate insights to clients and sales partners.
Support the completion of RFPs and due diligence questionnaires.
Partner with sales teams to support client engagement through conference calls, meetings, and other presentations.
Develop and maintain key ETF content and insights to support commercialization of the iShares platform.
Lead global team managing State Street’s Active ETF lineup, providing research, product positioning, and thought leadership across US-listed and UCITS ETFs.
Compensation
$120,000 - $217,500 Annual
Responsibilities
Monitor and analyze financial markets and industry landscape
Lead and manage a global team focused on Active ETF lineup
Develop positioning and content for Active ETF suite
Serve as subject matter expert in client conversations
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