Senior Investment Advisor

2 weeks ago


Los Angeles, California, United States Thornburg Investment Management Full time
Job Overview

Thornburg Investment Management is a renowned global investment firm dedicated to delivering strategic solutions for institutions, financial professionals, and investors across the globe. Established in 1982, the firm is recognized for its active management approach in fixed income, equities, and multi-asset strategies.

As an independent entity, Thornburg is positioned to explore a diverse array of investment opportunities, thoroughly analyzing ideas and collaborating across various strategies to achieve consistent risk-adjusted returns over time. The firm attracts innovative professionals who are committed to pursuing investment results that transcend conventional thinking. With agile operational capabilities and a commitment to global citizenship, Thornburg's exceptional investment platform and team are unified in their strategy to serve investors effectively.

Position Summary

The Senior Investment Consultant (SIC) role for the Southern California region is primarily focused on implementing a targeted sales strategy with a select group of financial advisors. The SIC will be responsible for promoting Thornburg's mutual funds and separately managed account (SMA) offerings to financial advisors, particularly within wire houses, independent or regional broker-dealers, and registered investment advisor (RIA) channels.

Key Responsibilities

  • Enhance sales and strengthen relationships with financial advisors in the designated region. Collaborate closely with the inside sales partner to develop and execute a comprehensive business plan aimed at achieving annual sales objectives.
  • This role will be supported by an Advisor Solutions Consultant, with the inside sales team based in a different location.

Regional Focus

The ideal candidate must reside within the Southern California region.

Benefits Offered

  • Comprehensive medical, dental, and vision insurance.
  • Employer-sponsored 401(k) safe harbor and profit-sharing contributions.
  • Flexible work arrangements, paid time off, parental leave, employee assistance programs, commuter benefits, student loan repayment, and education reimbursement.
  • Opportunities for community engagement.
  • Onsite dining facilities.
  • Access to an onsite fitness center.
  • Referral incentive programs.

Qualifications

  • Demonstrated success in wholesaling mutual fund products within the financial services sector, ideally in the specified region.
  • Strong existing relationships with advisors and targeted firms in the area are highly desirable.
  • Commitment to the highest ethical standards and integrity.
  • A robust work ethic and a strong desire to achieve success.
  • Willingness to travel extensively due to the size of the region.
  • Professional and educational requirements include:
    • NASD licenses Series 7, 63, and 65.
    • A Bachelor's degree is mandatory.
    • CIMA and/or CFP designations are preferred.

Thornburg Investment Management is an equal opportunity employer. We encourage applications from individuals who can contribute diverse cultural and ethnic perspectives and experiences.



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