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