Regional VP

Job not on LinkedIn

🔥 3 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 10%

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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 effort with financial intermediaries in 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, or training sessions • Develop and implement territory business plans to deliver assigned sales goals • Maintain activity and profile data in the CRM • Maintain compliance with licensing requirements, continuing education, and firm-mandated training • Stay current on company products, initiatives, and marketing campaigns • Manage expense account and allotted budget and file expense reports • Collaborate with the assigned internal wholesaler to deliver sales goals by fostering leads 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 • Must be authorized to work in the United States without current or future visa sponsorship or transfer • 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 • Experience with Microsoft Word, Power Point and Excel • Familiarity with investment strategies and concepts

🏖️ Benefits

• 401k with matching contribution • Healthcare and wellbeing programs • Paid leave • Learning and development opportunities • Family and caregiving support • Employee assistance program

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