Regional Vice President (External Wholesaler UIT Channel), CT and Lower Hudson Valley, NY jobs in United States
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Guggenheim Investments · 3 hours ago

Regional Vice President (External Wholesaler UIT Channel), CT and Lower Hudson Valley, NY

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level

Guggenheim Investments is seeking an established and successful sales professional to join their team as a Regional Vice President. The role involves supporting and growing Guggenheim’s UIT business within the financial intermediary community, managing sales efforts, and developing strategies for a defined geographic territory in Connecticut and Lower Hudson Valley, NY.

FinanceFinancial ServicesVenture Capital
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Responsibilities

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

Qualification

FINRA RegistrationsSales Strategy DevelopmentInvestment Strategies KnowledgeRelationship BuildingMicrosoft Office SkillsCommunication SkillsLeadership SkillsSelf-Motivated

Required

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

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

Company

Guggenheim Investments

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Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners.
dateFounded in 1999
location
Rockville, Maryland, USA
people-size1001-5000 employees
web-link
https://www.guggenheiminvestments.com

Funding

Current Stage
Late Stage

Leadership Team

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Anne Walsh
Chief Investment Officer of Guggenheim Partners Investment Management
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Robert Zable
Global Head of CLOs and Liquid Loans at Guggenheim Investments
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Recent News

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Company data provided by crunchbase