Responsibilities

• Develops and executes a comprehensive marketing plan, and key strategies and tactics for the RIA channels – setting and tracking KPIs
• Directs and helps build and enhance the RIA channel marketing function, serving as channel/ audience expert.
• Partners with distribution, portfolio specialists, and national accounts teams to provide and leverage effective business development tools and resources.
• Drives the development of customized marketing content, resources and communications for RIA audience.
• Serves as primary liaison between distribution teams and product/marketing teams.
• As part of the Channel Marketing team, helps develop overall short and long-term marketing strategies that align with company goals.
• Other related duties as assigned by senior management

Requirements

• Bachelor's degree required, preferably in Marketing, Finance or Communications.
• 5+ years of channel or cross-channel marketing leadership experience in financial services and/or asset management
• Deep understanding of RIA channels and audience, plus alternative asset management and related distribution channels
• Demonstrated understanding of marketing strategy, planning and execution across marketing media.
• Experience with industry and proprietary events planning and execution, particularly those related to RIAs audiences.
• Experience with digital campaigns and strategy.
• Exceptional communication and relationship management skills, and attention to detail.
• Competent understanding of financial services, asset management, product, client management and sales processes
• Data and digital-first minded, value and utilize both quantitative and qualitative information to make decisions and prioritize
• Proven ability to partner, collaborate and work within a team

Preferred

• Bachelor's degree required, preferably in Marketing, Finance or Communications.
• 5+ years of channel or cross-channel marketing leadership experience in financial services and/or asset management
• Deep understanding of RIA channels and audience, plus alternative asset management and related distribution channels
• Demonstrated understanding of marketing strategy, planning and execution across marketing media.
• Experience with industry and proprietary events planning and execution, particularly those related to RIAs audiences.
• Experience with digital campaigns and strategy.
• Exceptional communication and relationship management skills, and attention to detail.
• Competent understanding of financial services, asset management, product, client management and sales processes
• Data and digital-first minded, value and utilize both quantitative and qualitative information to make decisions and prioritize
• Proven ability to partner, collaborate and work within a team

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.