Regional Vice President, External Wholesaler UIT Channel

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🐊 Florida, North Carolina, +1 more states – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote 🌴 South Carolina – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

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Guggenheim Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🏠 Real Estate

Finance • Investment • Real Estate

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.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

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