Guggenheim Partners Chicago , IL 60602
Posted 1 week ago
Position Summary
Guggenheim is seeking an exceptional Regional Sales Associate to join its team. Reporting to the Sales Desk Manager, this person will join a high functioning team responsible for increasing assets under management and driving growth for Guggenheim. In addition to sales skills, the ideal candidate will demonstrate the ability to develop strong relationships with financial advisors (FA), analytical and portfolio management members for FA teams.
The position is located in our Chicago Office.
Essential Job Functions
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
Preferred Qualifications
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)
Basic Qualifications
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
Salary Details
Actual base salaries may vary depending on factors such as location and experience.
Currently, this role is expected to be in the Chicago office at least 4 days per week.
About Us
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.
#GuggenheimInvestments is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimInvestments.com and follow us on LinkedIn.
Guggenheim Partners