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Sr. Investment Consultant
1 month ago
Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions.
As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
Job Summary
The Senior Investment Consultant (SIC) position for the Southern California region has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels.
Duties and Responsibilities
- Increase sales and enhance relationships with financial advisors within this region. Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal.
- This position will be supported by an Advisor Solutions Consultant. The inside sales desk is located in Santa Fe, NM.
This position will require the appropriate individual to be based within the region. Los Angeles, CA- preferred.
Job Benefits
- Medical, dental, and vision coverage.
- Employer 401(k) safe harbor and profit-sharing contributions.
- Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
- Community involvement opportunities.
- Onsite cafeteria.
- Onsite fitness center.
- Referral program.
- Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region.
- Strong relationships with the advisors and targeted firms in this region would be highly desirable.
- Highest ethical standards and integrity.
- Tremendous work ethic and strong desire to succeed.
- Extensive travel will be required given the size of the regions.
- Professional and academic requirements include:
- NASD licenses Series 7, 63 and 65
- A Bachelor's degree is required
- CIMA and or CFP designation preferred
Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With 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.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status. We especially encourage applications from individuals who can bring diverse cultural and ethnic perspectives and experiences to the campus.
