
1001 - 5000 employees
💼 Consulting
🛡️ Insurance
📦 Logistics
Consulting • Insurance • Logistics
Guggenheim Partners is a global investment and advisory firm with over $330 billion in assets under management. The firm specializes in innovative investment strategies and advisory services, catering to both institutional and retail clients. Guggenheim Partners delivers a range of financial services including investment consulting, treasury services, and real estate investment, all underpinned by a commitment to corporate social responsibility and diversity.
🔥 13 hours ago
Where this job comes from
Posted on Guggenheim Partners's careers page, not through a job board
First seen by Remote Rocketship 13 hours ago
Still open on Guggenheim Partners's site. Checked 2 hours ago.

1001 - 5000 employees
💼 Consulting
🛡️ Insurance
📦 Logistics
Consulting • Insurance • Logistics
Guggenheim Partners is a global investment and advisory firm with over $330 billion in assets under management. The firm specializes in innovative investment strategies and advisory services, catering to both institutional and retail clients. Guggenheim Partners delivers a range of financial services including investment consulting, treasury services, and real estate investment, all underpinned by a commitment to corporate social responsibility and diversity.
• Work with senior business development team members and sales management to identify activities, tactics, and strategies to prospect and pursue opportunities in Portugal and Spain (reverse solicitation only) • Research and identify qualified prospects using firm resources, including eVestment and Salesforce CRM • Identify, qualify, and conduct proactive calls daily • Communicate with prospects via phone, email, and web conferencing, with some time spent in the field • Distribute Guggenheim Thought Leadership, including Macroeconomic Research, Portfolio Strategy, Sector Views, Weekly Viewpoints, videos, and podcasts • Act on new business opportunities, complete pipeline business reviews, respond to new business inquiries and RFPs, and maintain territory/focus lists • Maintain accurate sales administration records, including Salesforce activity, expense reports, and pipeline reports • Coordinate sales support activities with management, client services, portfolio managers, and/or marketing staff • Set up meetings, procure speakers, and support presentation development • Conduct market research, profiling, and competitive analysis • Maintain understanding of market and investor trends, particularly institutional investors within the assigned channel • Provide management with insights on industry trends, best practices, and product needs
• Experience and qualifications are not provided in the excerpt • Must keep current with and adhere to compliance and regulatory policies specific to licensing requirements, continuing education, and firm-mandated training • License requirements: FCA CF22, CF26, CF30, or as determined by management
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