Position Summary

Responsibilities

Key Responsibilities:

• Work with senior business development team members and sales management to identify appropriate activities, tactics and strategies to prospect and pursue in Portugal and Spain (reverse solicitation only)

• Research and identify qualified prospects using the firm resources including third party contact databases (eVestment), and the firm’s Salesforce CRM system

• Identify, qualify, and conduct proactive calls daily

• Communicate with prospects primarily via phone, email, web conferencing, with portion of time spent in the field

• Proactively distribute Guggenheim’s Thought Leadership including Macroeconomic Research, Portfolio Strategy, Sector Views, Weekly Viewpoints, and Videos and Podcasts

• Act on new business opportunities, including completing pipeline business reviews, responding to new business inquiries and requests for proposals, and maintaining territory/focus lists

• Maintain timely, accurate and complete sales administration tasks such as Salesforce activity, submission of expense reports, and pipeline reports

• Work with management, client services, portfolio managers and/or marketing staff to coordinate all sales support activities including setting up meetings, procuring speakers and presentation development

• Keep current and adhere to compliance and regulatory policies specific to licensing requirements, continuing education and firm-mandated training (license requirements FCA CF22, CF26, CF30 or as determined by management)

• Conduct market research, profiling and competitive analysis and maintain a comprehensive understanding of market and investor trends, specifically as it relates to institutional investors within the assigned channel

• Provide management with insight on industry trends, best practices and product needs as requested

Qualifications

Work with senior team to prospect in Portugal and Spain; research prospects using eVestment and Salesforce; conduct proactive calls; maintain sales administration; adhere to compliance and licensing requirements (FCA CF22, CF26, CF30).

Key Responsibilities

• identifying prospects
• conducting sales calls
• managing pipeline

Skills & Tools

eVestment, Salesforce

Job Details

• Category: Business Development
• Seniority: Entry Level
• Commitment: Full Time
• Workplace: Remote — Portugal
• Languages: English

About Guggenheim Investments

A financial services firm focused on delivering results through innovative solutions and high standards. — Industry: Finance