Regional Sales Associate

Guggenheim Partners - New York, NY

New York, NY

Professional, Scientific, and Technical Services

About the position

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with expertise in fixed income, equity, and alternative strategies. We focus on the return and risk needs of our diverse client base that includes insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high net worth investors.

Responsibilities

• Develop and build relationship on the phone with financial advisors.
• Utilize sales process; identify needs, provide meaningful solutions and deliver superior service to branch offices.
• Strong understanding and articulation of the capital markets, Guggenheim products, competitors' products.
• Integrate current themes and campaigns into conversations that drive the sales process.
• Execute business plan for coverage with sales team.
• Maintain and update records in CRM database.
• Adhere to daily/monthly telephone activity metric requirements of the department.
• Own sales performance and sales goals.
• Ability to master the core competencies of the position.
• Plan travel and meetings with business partner.

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.

Nice-to-haves

• 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).

Benefits

• The total compensation package may include other components such as commission.