Sobre esta vaga de Regional VP (Southern Florida) na Guggenheim Partners

Guggenheim Partners · Remoto · Remote

Position Summary

Guggenheim is seeking an established and successful sales professional with strong relationships in Southern Florida within the wire house and regional broker/dealer channels.

The individual will be responsible for the growth of Guggenheim's mutual fund, EFT, SMA, DCIO and UCITs business. As an RVP, the individual will perform as part of a sales team, which includes an internal wholesaling partner, DCIO partner, and Portfolio Specialist. This is a remote position located in Southern Florida.

Responsibilities

Key Responsibilities

Lead sales effort with financial intermediaries in defined territory
Responsible for building and maintaining relationships with financial intermediaries to generate assets
Help educate financial advisors on the benefits of Guggenheim products and services for their clients, through individual or group meeting presentations, including conference calls, branch visits, seminars, conferences, or training sessions
Develop and implement territory business plans to deliver on assigned sales goal
Maintain activity and profile data in the CRM
Keep current and adhere to compliance and regulatory policies specific to licensing requirements, continuing education, and firm-mandated training (license requirements FINRA 7, 63)
Responsible for keeping current on company’s products, initiatives, and marketing campaigns
Manage expense account and allotted budget and file expense reports in a timely manner
Work closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, digital ad campaigns and cold calls

Qualifications

Basic Qualifications

Bachelor’s Degree (preferably in Finance or Business)
Current FINRA Registrations (Series 7, 63, 65, and/or 66)
Must reside in corresponding geographic territory

Preferred Qualifications

Excellent oral, written and interpersonal communications skills
Energetic, self-motivated, positive attitude, goal-oriented
Strong work ethic, and leadership skills
High degree of integrity
Ability and willingness to prepare relentlessly and execute passionately
Strong relationship building skills—client focused
Technical/Computer skills should include experience with Microsoft Word, Power Point and Excel
Familiarity with investment strategies and concepts

We are not seeking agency assistance with this role.

We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.

The benefits offered for this position:

401k with matching contribution
Healthcare and wellbeing programs
Paid leave
Learning and development opportunities
Family and caregiving support
Employee assistance program

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Sobre a Guggenheim Partners

We focus relentlessly on delivering results through innovative solutions. We relish opportunities to solve complex problems through exhaustive approaches. As we conduct our business every day, every member of Guggenheim is expected to uphold our uncompromising standards for integrity and excellence and to be personally accountable for their actions and business results. Our principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. To succeed at Guggenheim, candidates should be a strong fit with our business principles, culture, and value system. We encourage you to revi