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Guggenheim Services, LLC Regional Vice President, UIT Channel in Boston, Massachusetts

Guggenheim is seeking an established and successful sales professional with strong relationships in the broker-dealer and IBD space to join our team. The Regional Vice President will support and grow Guggenheim’s UIT business to financial intermediaries. The RVP will perform as part of a sales team, which includes an internal wholesaling partner and will be responsible for the development and day-to-day management of a geographic territory. Reporting to the Divisional Manager, the individual will work remotely.

  • Generate sales of Guggenheim Investments UITs in their territory within the financial intermediary community.

  • Own sales performance and goals for territory

  • Solidify relationships, generate new business with our clients and manage sales efforts within the defined geographic territory

  • Work closely with the Divisional Sales Manager to create and implement a sales strategy

  • Business Plan Creation – Segmentation, time management, counterpart collaboration, territory management, etc.

  • Leverage Technology

  • Expense management

  • MBA, CIMA, CPWM, CAIA or CFA preferred

  • UIT sales experience

  • Enhanced problem solving abilities, analytical abilities, and familiarity with investment strategies and concepts

  • Excellent oral, written and interpersonal communications skills

  • Informed and conversant across a broad range of topics

  • Energetic, self-motivated, positive attitude, goal-oriented

  • Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively

  • Technical/Computer skills should include experience with Microsoft Word, Power Point and Excel

  • Energy, enthusiasm, optimism and an entrepreneurial sprit

  • 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

  • Well organized and detail-oriented

  • Bachelor’s Degree (preferably in Finance or Business)

  • Experience in sales more than 5+ years

  • Current FINRA Registrations (Series 7, 63, 65, and/or 66)

Guggenheim Partners is a global investment and advisory firm with three primary businesses: investment management, investment banking, and insurance services. We have a track record of delivering results through innovative solutions, with professionals based in offices around the world. Our commitment is to advance the strategic interests of our clients and to deliver long-term results with excellence and integrity. You can learn more about our expertise and values by visiting and following us on Twitter at

To succeed in the Guggenheim culture, candidates must be self-starters and strive for results. We are looking for people who operate as business owners, adhere to the highest standards and think creatively to realize opportunities, wherever they may be.

Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Requisition ID: 2021-1641

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