Regional Vice President

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🕒 il y a 2 mois

🚗 Michigan – Distant

🚗 Michigan – Remote

⏰ Temps Plein

🔴 Expert

👔 Vice-président

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Guggenheim Partners

Site WebLinkedInTous les Emplois

1001 - 5000 employés

💸 Finance

🏠 Immobilier

Finance • Investment • Real Estate

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 effort with financial intermediaries in defined territory • Responsible for building and maintaining relationships with financial intermediaries to generate assets • Help educate financial advisors on the benefits of Guggenheim products and services for their clients, through individual or group meeting presentations, including conference calls, branch visits, seminars, conferences, or training sessions • Develop and implement territory business plans to deliver on assigned sales goal • Maintain activity and profile data in the CRM • Keep current and adhere to compliance and regulatory policies specific to licensing requirements, continuing education, and firm-mandated training (license requirements FINRA 7, 63) • Responsible for keeping current on company’s products, initiatives, and marketing campaigns • Manage expense account and allotted budget and file expense reports in a timely manner • Work closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, digital ad 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 corresponding geographic territory • 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

🏖️ Avantages

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities