Position Summary

Guggenheim Investments is seeking a seasoned Senior Product Specialist to join its Product Strategy team, reporting to the Head of Fixed Income Product Guggenheim Investments is seeking a seasoned Senior Product Specialist to join its Product Strategy team, reporting to the Head of Fixed Income Product Strategy. The Product Specialist will serve as a liaison between Intermediary Distribution and investment teams to represent full suite of investment capabilities to current and prospective clients and internal partners.

The candidate should act as an extension of the portfolio management team, with the ability to understand and explain Guggenheim's portfolio positioning, performance attribution, the rationale for portfolio holdings and activity, risk attributes, views of the team and convey this information effectively to Intermediary Distribution and home office research teams. The ideal candidate will have strong analytical, written and presentation skills, experience in retail business development. The ability to thrive in a fast-paced and dynamic environment where it is important to balance multiple workstreams and communicate effectively both internally and externally will be key. The position is located in our Santa Monica office, full-time.

Responsibilities

Key Responsibilities:

• Serve as liaison between US Intermediary distribution and investment teams to represent full suite of investment capabilities to current and prospective clients and internal partners
• Act as an extension of the portfolio management team, with the ability to understand and explain Guggenheim's portfolio positioning, performance attribution, the rationale for portfolio holdings and activity, risk attributes, views of the team and convey this information effectively to Institutional and Retail distribution teams and external clients
• Grow and retain business by representing the investment team and key investment strategies to prospects and clients in partnership with distribution
• Responsible for maintaining a deep understanding of the evolving investment needs, product structures (i.e. jurisdictions, liquidity profiles, fees, vehicle types, etc.) and competitive landscape for both institutional and retail asset owners.
• Proactively position and market our solutions to up- and cross-sell to existing client base as well as identify potential areas of new growth.
• Partner with and support our distribution and client service teams to cultivate and support new business opportunities and to service our existing institutional client base.
• Position and prioritize product suite and collaborate with Head of Fixed Income Product Strategy, Head of Distribution, and Marketing team on campaigns.
• Build frameworks to share deep understanding across the firm of regional client needs, competitive dynamics, regulatory trends, and money in motion, across institutional and retail segments which are then used in product design/roadmap
• Act as a subject matter expert for fixed income strategies, providing product commentary, performance attribution, and responding to ad-hoc client requests.
• Serve as a point of contact and client-facing strategist to address questions on existing product and product development from the internal sales force, existing clients, and prospects.
• Assist the distribution team on the engagement of existing clients for re-ups and cross marketing opportunities
• Maintain a high level of communication with investment teams and regional distribution leaders, ensuring product strategy needs and expectations are fulfilled
• In-depth knowledge on a variety of clients including Family Offices, Endowments, Foundations, Pension Plans, Taft-Hartley Plans, Sub-Advisory, Consultants, Insurance and home office research teams, gatekeepers, and financial advisors.

Qualifications

Basic Qualifications

• 10 + years of experience in fixed income strategies
• FINRA licenses (Series 7, 66) required
• Bachelor’s degree
• Fluent in fixed income and credit strategies
• Demonstrated knowledge on the internal workings of the Distribution and Investment lines of business
• Deep experience in fixed income, preferably in a product specialist role, investor relations, or portfolio management position. Preference for candidates with experience in equivalent job functions.
• Deep understanding of markets and fund structures, including Mutual Funds, SMAs, ETFs, Interval Funds, and BDCs
• Demonstrated success supporting capital formation
• Strong communication and presentation skills; ability to simplify complex investment concepts
• Willingness to travel extensively to support client engagements, roadshows, and platform onboarding across key markets

Preferred Qualifications

• Entrepreneurial mindset with a collaborative approach
• Familiarity with regulatory and operational nuances of distribution
• Ability to manage multiple stakeholders and deliver under tight timelines
• Advanced degree or CFA designation

We are not seeking agency assistance for this role

We are unable to consider candidates who require current or future visa sponsorship for employment in the United States.  Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.

Salary Range

Annual base salary between

$205,000.00-$225,000.00

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.