Sales Support – RIA Intern

Summary of the Role

The Sales Support intern assists the members of the Sales team by providing administrative support and excellent project management skills.

This team member will be a key part of the rapidly growing Calamos RIA sales team in New York City. This sales team builds key trusted relationships with the largest and most sophisticated wealth management firms (RIAs) across the country. Our team is in the process of growing its sales force, scalable sales systems, and thoughtful product positioning / portfolio consulting to enhance revenue generation for the firm across innovative ETFs, private funds, and sophisticated mutual funds. As a member of the team, the Sales Support Intern will play a vital part in helping our RIA team achieve its goals.

The ideal candidate is motivated to learn complex investment products, has a desire to develop foundational skills in sophisticated client engagement, and has an outstanding detail orientation and passion to execute tasks with precision and timeliness.

Primary Responsibilities

• Data entry – projects, clean up, excel lists.
• Sales prospecting research.
• Creating literature packets.
• Sit ins with sales and client service team.
• Mock calls/presentations with sales management.
• Additional work dependent on sales initiatives/campaigns.

Preferred Qualifications

• Currently enrolled as a rising junior or senior in a Bachelor’s degree or MBA program.
• Evidence of challenging curriculum and a minimum 3.2 GPA
• Independent and original thinker.
• Desire to work with passion and persistence to maximize this opportunity
• Strong level of integrity with an entrepreneurial spirit.
• Demonstrated interest within the investment management industry.
• Demonstrated interest/focus on sales/marketing is preferred.
• Intermediate knowledge of Microsoft Office applications – Outlook, Excel, PowerPoint and Word.

For Illinois Applicants only: the expected hourly rate for this position is $22/hr. 

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