Guggenheim Investments

The Regional Vice President will lead sales efforts for mutual funds, SMA, DCIO, and UCITs products within the Michigan and Indiana territory. They are responsible for building relationships with financial intermediaries and educating advisors on Guggenheim products through presentations and branch visits.

This role manages the procure-to-pay cycle, which includes establishing procurement records, preparing invoices for payment, and reviewing disbursements according to firm policies. Key duties also involve researching coding methodologies, understanding legal entity structures for invoice processing, and resolving payment issues.