Regional Vice President, Mid-Atlantic

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🕒 il y a 2 jours

🦀 Maryland, Virginia – Distant

🦀 Maryland – Remote ⚔️ Virginia – Remote

⏰ Temps Plein

🔴 Expert

👔 Vice-président

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Guggenheim Partners

Site WebLinkedInTous les Emplois

1001 - 5000 employés

💼 Conseil

🛡️ Assurance

📦 Logistique

Consulting • Insurance • Logistics

Guggenheim Partners est une société mondiale d'investissement et de conseil avec plus de 330 milliards de dollars d'actifs sous gestion. La société est spécialisée dans des stratégies d'investissement innovantes et des services de conseil, s'adressant à la fois à des clients institutionnels et particuliers. Guggenheim Partners offre une gamme de services financiers, y compris le conseil en investissement, les services de trésorerie et l'investissement immobilier, tous soutenus par un engagement envers la responsabilité sociale d'entreprise et la diversité.

Description

• Lead sales efforts with financial intermediaries in the defined territory • Build and maintain relationships with financial intermediaries to generate assets • Educate financial advisors on Guggenheim products and services through individual or group presentations, conference calls, branch visits, seminars, conferences, and training sessions • Develop and implement territory business plans to achieve assigned sales goals • Maintain activity and profile data in the CRM • Stay current with and adhere to compliance and regulatory policies, licensing requirements, continuing education, and firm-mandated training • Keep current on company products, initiatives, and marketing campaigns • Manage the expense account and allotted budget and submit timely expense reports • Collaborate with the assigned internal wholesaler to deliver sales goals by developing leads from referrals, digital advertising campaigns, and cold calls

🎯 Exigences

• Bachelor’s degree, preferably in Finance or Business • Current FINRA registrations: Series 7, 63, 65, and/or 66 • Must reside in the corresponding geographic territory • Must be authorized to work in the United States without current or future visa sponsorship or transfer • Strong oral, written, and interpersonal communication skills • Energetic, self-motivated, positive, goal-oriented attitude • Strong work ethic and leadership skills • High degree of integrity • Ability and willingness to prepare relentlessly and execute passionately • Strong relationship-building and client-focused skills • Microsoft Word, PowerPoint, and Excel experience • Familiarity with investment strategies and concepts