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.
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 GuggenheimPartners.com and following us on Twitter at twitter.com/guggenheimptnrs.
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
Street: This Location is ONLY to be