About this role
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