Regional Vice President, Mid-Atlantic

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🔥 1 hour ago

🦀 Maryland, Virginia – Remote

🦀 Maryland – Remote ⚔️ Virginia – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

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Guggenheim Partners

WebsiteLinkedInAll Job Openings

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.

📋 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

🎯 Requirements

• 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