Thornburg investment management is a privately-owned global investment firm offering a range of solutions for investors around the worldFounded in 1982 and headquartered in santa fe, nm, we manage u.sMutual funds, separate accounts for high net-worth investors and institutional accounts, and ucits funds for non-u.sInvestors.
At thornburg, it’s more than what we do; it’s how we do itA flexible perspective built on collaboration and cross-pollination of ideas, an unconventional approach to portfolio construction, and a reputation of integrity are important aspects of how we do businessFar from the groupthink of wall street, thornburg is positioned to offer a different point of view and a broader frame of reference in our global search for relative value opportunities.
As a member of our experienced high performing sales team, the investment consultant’s (ic), primary responsibility is to promote and sell thornburg investment products through financial advisors and small market rias within a given segmentation, working closely within a team structureCandidates must be proven self-starters who have a strong desire to succeed and to achieve goals in a timely manner.
Duties and responsibilities:
Identify opportunities and contact advisors primarily through in person and virtual meetings
Work in partnership with the structured team to develop, maintain and grow advisor relationships within focus firms and advisor segments
Achieve a targeted number of virtual and in person meetings per week to drive gross sales and help manage net sales
Respond to client inquiries, provide ongoing communication with clients and prospects and manage clients/prospects throughout the sales cycle, resulting in new opportunities and goal attainment
Cultivate new advisor relationships, and deepen existing relationships using thornburg’s award-winning mutual funds and separately managed accounts (sma)
Serve as a resource for industry and product information by developing strong knowledge of our investment strategies, competitor products, our clients, and the capital markets.
Actively utilize contact relationship management (crm) database (salesforce.com) to better serve our clients, including: advisor profiling information; opportunity tracking; meeting notes and activity reporting.
Utilize sales analytics as a tool to enhance efficiency and goal attainment
Actively seek to drive firm-wide strategic initiatives
Other duties as necessary to support the over-all team and business development efforts within your assigned region
Minimum experience and formal requirements:
2-5 years prior experience in sales of financial products required
Highly motivated self-starter: enthusiasm for the industry, a positive attitude, and a drive to succeed are essential to this role
Excellent verbal and written communication skills
Proven results and demonstrated sustainable success in a competitive sales environment
Ability to build excellent relationships within our team, across our organization, and with our clients
Strong organizational and time management skills
Ability to thrive in a deadline-oriented atmosphere, with the ability to develop strong analytical skills and an attention to detail
Ability to learn and demonstrate industry and product knowledge and make client presentations
Bachelor’s degree required
Licensed series 7 and 66 (or 63 and 65)
Must be able to handle consistently active rotation and travel and virtual schedule
May be required to relocate within assigned territory or as business needs change
The covid vaccine is mandatory for all thornburg employees unless granted an accommodation under applicable state or federal lawThis requirement will apply to those working on-site, those teleworking, and all new hires.
Santa fe is the capital of new mexicoFounded in 1610 and nicknamed “the city different,” santa fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architectureWith an average of over 300 sunny days per year and picturesque landscape, it’s no wonder that outdoor activities such as skiing and hiking in “the land of enchantment” attract visitors from around the world.
Thornburg believes that diversity and inclusivity are vital to positive long-term success for our strategies and the firm’s broader business outcomesWe are proud to be an equal opportunity employerAll qualified applications receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, disability, age, or veteran statusThe firm provides annual progress reports to the investment management team, shareholders, and executive management to highlight multiple diversity and inclusivity metrics and continually work to bring awareness to the importance of this issue.
Posted 8 days ago