Guggenheim Investments · 18 hours ago
External Wholesaler, RIA Channel
Austin, TX
Full-time
Remote
Senior Level
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Responsibilities
Generate sales of Guggenheim Investments Mutual Funds and Private Fund Strategies in their territory within the RIA Channel
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 Manager to create and implement a sales strategy
Business Plan Creation - Segmentation, time management, counterpart collaboration, territory management, etc.
Leverage Technology
Expense management
Qualification
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Required
Established and successful sales professional with strong relationships in the RIA space
Generate sales of Guggenheim Investments Mutual Funds and Private Fund Strategies in their territory within the RIA Channel
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 Manager to create and implement a sales strategy
Business Plan Creation - Segmentation, time management, counterpart collaboration, territory management, etc.
Leverage Technology
Expense management
Bachelor’s Degree (preferably in Finance or Business)
Current FINRA Registrations (Series 7, 63, 65, and/or 66)
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
Preferred
MBA, CIMA, CPWM, CAIA or CFA preferred
Company
Guggenheim Investments
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners.
Founded in 1999
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Dina DiLorenzo
Chief Operating Officer
Holly Konner
Strategic Partnerships Group
Recent News
GlobeNewswire News Room
2024-11-01
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