VP of Alliances
AcuityMD
AWS
Regional Vice President
Guggenheim Partners
full-time
Posted on:
Location Type: Remote
Location: Remote • Ohio • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Lead 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, branch visits, seminars, conferences, or training sessions
- Develop and implement territory business plans to deliver on assigned sales goal
- Maintain activity and profile data in the CRM
- Keep current 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 current 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
Requirements
- 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
- Technical/Computer skills should include experience with Microsoft Word, Power Point and Excel
- Familiarity with investment strategies and concepts
- Bachelor’s Degree (preferably in Finance or Business)
- Current FINRA Registrations (Series 7, 63, 65, and/or 66)
- Must reside in corresponding geographic territory
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment strategiesfinancial productssales planningrelationship managementcompliance policiesregulatory requirementsCRM managementbudget managementexpense reporting
Soft skills
oral communicationwritten communicationinterpersonal skillsself-motivationgoal orientationleadershipintegrityrelationship buildingclient focus
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66
