External Wholesaler, RIA Channel - Northeast
Guggenheim Partners
- New York City, NY
- $80,000 per year
- Permanent
- Full-time
- Generate sales of Guggenheim Investments Mutual Funds and Private Fund Strategies in their territory within the RIA Channel
- Own sales performance and goals for territory
- Solidify relationships, generate new business with our clients and manage sales efforts within the defined geographic territory
- Work closely with the Manager to create and implement a sales strategy
- Business Plan Creation – Segmentation, time management, counterpart collaboration, territory management, etc.
- Leverage Technology
- Expense management
- MBA, CIMA, CPWM, CAIA or CFA preferred
- Bachelor’s Degree (preferably in Finance or Business)
- Current FINRA Registrations (Series 7, 63, 65, and/or 66)
- 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
- Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively
- Technical/Computer skills should include experience with Microsoft Word, Power Point and Excel