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About the Role
Guggenheim Investments is seeking an exceptional Regional Sales Associate to join its team. This role is responsible for increasing assets under management and driving growth for Guggenheim, requiring strong sales skills and the ability to develop relationships with financial advisors and analytical teams.
Responsibilities
- Initiate sales calls to identify new sales opportunities and provide financial intermediaries with sales ideas, product information, and performance data.
- Respond to incoming calls, questions, and requests from financial intermediaries in a timely and accurate manner.
- Partner with external wholesalers to provide scheduling and sales support, executing on territory plans to achieve assigned sales goals.
- Follow up on external wholesaler appointments, conference leads, and referrals of qualified representatives.
- Maintain activity and profile data in the CRM.
- Assist financial intermediaries in analyzing client portfolios to recommend appropriate investment strategies, including running product hypotheticals and performance comparisons.
- Stay current with and adhere to compliance and regulatory policies specific to licensing requirements, continuing education, and firm-mandated training.
- Maintain up-to-date knowledge of the company’s products, initiatives, and marketing campaigns.
Requirements
- College degree
- Enhanced problem-solving abilities, analytical abilities, and familiarity with investment strategies and concepts.
- Excellent oral, written, and interpersonal communications skills.
- Informed and conversant across a broad range of topics.
- Energetic, self-motivated, positive attitude, goal-oriented.
- Bachelor’s Degree (preferably in Finance or Business)
- MBA, CIMA, CPWM, CAIA or CFA preferred
- Minimum 2 years of experience within a financial brokerage or investment management environment in a sales capacity.
- Current FINRA Registrations (Series 7, 63, 65, and/or 66)
- Must be authorized to work in the US without current or future visa sponsorship or transfer.
Skills
- Sales skills
- Relationship building
- Analytical abilities
- Interpersonal communications
Location
- New York, NY
- Stamford, CT
Work Type
- Full-time
Experience Level
- Minimum 2 years of experience
Education Level
- College degree
- Bachelor's Degree
- MBA
- CIMA
- CPWM
- CAIA
- CFA
Benefits
- Competitive compensation
- 401k with matching contribution
- Healthcare and wellbeing programs
- Paid leave
- Learning and development opportunities
- Family and caregiving support
- Employee assistance program
About the Company
- Guggenheim Investments is seeking an exceptional Regional Sales Associate to join its team.