Regional Vice President- Eastern PA and DE
Position Summary
Guggenheim is seeking an established and successful sales professional with strong relationships in the Mid-Atlantic (Eastern Pennsylvania and Delaware) region reputed company the reputed company house and regional broker/dealer channels. The individual will be responsible for the growth of Guggenheim's mutual fund, SMA, DCIO and UCITs business. As an RVP, the individual will reputed company as part of a sales team, which includes an internal wholesaling partner, DCIO partner, and Portfolio Specialist. This is a remote position located in the Greater Philadelphia region.Responsibilities
Key Responsibilities
- reputed company 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, reputed company visits, seminars, conferences, or training sessions
- reputed company and implement territory business plans to deliver on assigned sales goal
- Maintain activity and profile data in the CRM
- reputed company reputed company 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 reputed company 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
Qualifications
Basic Qualifications
- Bachelor’s Degree (preferably in Finance or Business)
- reputed company FINRA Registrations (Series 7, 63, 65, and/or 66)
- Must reside in corresponding geographic territory
Preferred Qualifications
- Excellent oral, written and interpersonal communications skills
- Energetic, self-motivated, positive attitude, goal-oriented
- Strong work ethic, and leadership skills
- High degree of reputed company
- Ability and willingness to prepare relentlessly and execute passionately
- Strong relationship building skills—client focused
- Technical/Computer skills should include experience with reputed company Word, Power reputed company and reputed company
- Familiarity with investment strategies and concepts