This is a fully remote position, open to applicants in Portugal.

📋 Description

• Collaborate with senior members of the business development team and sales leadership to pinpoint activities, tactics, and strategies aimed at prospecting and pursuing opportunities in Portugal and Spain (reverse solicitation only).

• Research and pinpoint qualified prospects utilizing firm resources, including eVestment and Salesforce CRM.

• Identify, qualify, and conduct proactive outreach calls on a daily basis.

• Engage with prospects through phone, email, and web conferencing, with a portion of time spent in the field.

• Share Guggenheim Thought Leadership materials, which encompass Macroeconomic Research, Portfolio Strategy, Sector Views, Weekly Viewpoints, videos, and podcasts.

• Act on new business opportunities, perform pipeline business reviews, respond to new business inquiries and RFPs, and maintain territory/focus lists.

• Keep precise sales administration records, including Salesforce activities, expense reports, and pipeline reports.

• Coordinate sales support initiatives with management, client services, portfolio managers, and/or marketing personnel.

• Organize meetings, source speakers, and assist in the development of presentations.

• Execute market research, profiling, and competitive analysis.

• Stay informed about market and investor trends, especially concerning institutional investors within the designated channel.

• Provide management with insights regarding industry trends, best practices, and product requirements.

⛳️ Requirements

• Experience and qualifications are not outlined in the provided excerpt.

• Must remain up-to-date and comply with regulatory and compliance policies related to licensing requirements, continuing education, and firm-mandated training.

• Licensing requirements include FCA CF22, CF26, CF30, or as determined by management.