Financial Relationship Manager
4 days ago
Thornburg Investment Management is a global investment firm that delivers strategic solutions for institutions, financial professionals, and investors worldwide.
About the Role:The Financial Relationship Manager will work closely with our Regional Sales Teams to support the sales process and foster strong relationships with clients. This role requires excellent communication skills, attention to detail, and the ability to work in a dynamic team environment.
- Partner with the Sales Team to identify opportunities to deepen existing relationships with clients using Thornburg's various mutual fund and separate account products.
- Collaborate with the Investment Consultants and Advisor Solutions Consultants to schedule and coordinate in-person and virtual client meetings, driving business growth through meaningful connections.
- Manage and complete back office/administrative requests aiding in the sales process, ensuring seamless execution and timely resolution.
- Maintain contact relationship management database (Salesforce) used by the sales team to track meetings, client information, etc., providing valuable insights for future engagement.
- Conduct thorough client research to maintain and enhance data integrity, supporting informed decision-making and sales execution.
- Support and maintain Strategic Relationships conference and event processes, fostering meaningful connections and partnerships.
$90,000 - $125,000 per year
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.
-
Senior Financial Manager
3 weeks ago
Santa Fe, New Mexico, United States Jobot Full time**Job Description:**We are seeking a highly skilled and experienced Senior Financial Manager to join our team. As a key member of our financial department, you will be responsible for managing and supervising the finance team, ensuring all financial reporting is accurate and timely.You will also develop and implement the overall financial strategy for the...
-
Financial Management Leader
3 weeks ago
Santa Fe, New Mexico, United States Jobot Full timeAbout the RoleThis is a full-time, permanent position that requires a highly motivated and experienced financial professional who is ready to take their career to the next level.We are seeking a dynamic and experienced Permanent Finance Director to lead our financial department. The successful candidate will be responsible for the overall financial strategy...
-
Financial Operations Manager
3 weeks ago
Santa Fe, New Mexico, United States Jobot Full timeBenefits:4 days remote / 1 onsiteGreat benefits packageJob DescriptionThe Financial Operations Manager will oversee the preparation of all financial statements, including income statements, balance sheets, and statements of cash flow. This role also involves managing the company's investment portfolio and overseeing all financial transactions.
-
Financial Management Coordinator
3 weeks ago
Santa Fe, New Mexico, United States Candice Properties Full timeWe are seeking a highly skilled Financial Management Coordinator to join our team at Candice Properties. As a key member of our property management team, you will be responsible for managing the financial aspects of our properties.Job OverviewCandice Properties is a leading real estate company that offers a range of services to property owners. Our mission...
-
Senior Financial Management Specialist
3 days ago
Santa Fe, New Mexico, United States State of New Mexico Full timeAbout UsThe Indian Affairs Department is a key resource for federally recognized New Mexico Nations, Pueblos and Tribes. Our team advocates for tribal interests through policy and legislative work at the State and Federal level, while also providing support with access to resources and funding opportunities.Job DescriptionThis senior-level position oversees...
-
Financial Leadership Expert
1 day ago
Santa Fe, New Mexico, United States Jobot Full timeCompany OverviewJobot is a forward-thinking organization seeking an exceptional finance leader to spearhead its financial strategy and direction. The successful candidate will be responsible for driving the company's financial vision, aligning with our goals and objectives.Salary and BenefitsThe salary range for this role is $100,000 - $125,000 per year,...
-
Chief Financial Operations Manager
3 weeks ago
Santa Fe, New Mexico, United States Jobot Full timeJob OverviewWe are seeking a highly skilled Chief Financial Operations Manager to join our fast-paced finance team at Jobot.About the RoleThis is a permanent position that requires an individual with a strong background in collections and a high degree of accuracy. The successful candidate will play a crucial role in maintaining our financial records,...
-
Manager of Major Client Relationships
2 weeks ago
Santa Fe, New Mexico, United States BayWa r.e. Solar Systems LLC Full timeAs a Strategic Account Growth Specialist, you will be responsible for developing and implementing comprehensive sales strategies to identify and grow designated strategic account relationships in order to achieve company sales and EBIT goals.You will build and maintain exceptionally strong relationships with designated strategic customers using consultative...
-
Financial Director
3 weeks ago
Santa Fe, New Mexico, United States Jobot Full timeStrategic Finance LeaderWe are seeking a seasoned finance professional to drive our financial department forward.About the RoleDevelop and implement comprehensive financial strategies, including budgeting, forecasting, auditing, tax planning, and asset management.Lead and manage the finance team, ensuring accurate and timely financial reporting.Participate...
-
Financial Transactions Coordinator
2 weeks ago
Santa Fe, New Mexico, United States Guadalupe Credit Union Full timeAbout the RoleWe are looking for a dedicated Member Service Representative to join our team in Santa Fe, NM. As a key member of our team, you will be responsible for processing financial transactions, providing customer service, and building strong relationships with our members.The successful candidate will have experience in cash handling, customer...
-
Financial Specialist
2 weeks ago
Santa Fe, New Mexico, United States State of New Mexico Full timeWe are seeking a highly skilled Financial Specialist to support the Income Support Division (ISD) in all financial transactions. The successful candidate will facilitate accurate and timely processing of all financial documents for ISD by utilizing the Statewide Human Resource Accounting and Management Reporting System (SHARE).Key Responsibilities:Review...
-
Financial Planning Expert
3 weeks ago
Santa Fe, New Mexico, United States Jobot Full timeAbout UsJobot Consulting is a leading provider of financial consulting services to the nonprofit industry. We are committed to delivering exceptional results and supporting our clients' missions.CompensationThe salary for this role is $40-$50 per hour, depending on experience and qualifications.ResponsibilitiesThis role will involve providing strategic...
-
Strategic Financial Advisor
3 weeks ago
Santa Fe, New Mexico, United States Jobot Full timeJob SummaryWe are seeking an experienced Consulting Interim Finance Director to provide strategic financial guidance and support to our clients in the nonprofit industry.Key ResponsibilitiesThis role will involve:Providing strategic financial leadership and direction to clients.Developing and implementing financial policies and procedures.Preparing and...
-
Head of Financial Operations
3 weeks ago
Santa Fe, New Mexico, United States Jobot Full timeSenior Finance ManagerJobot seeks an experienced Senior Finance Manager to lead our financial operations.About the PositionDevelop and execute strategic financial plans, encompassing budgeting, forecasting, auditing, tax planning, and asset management.Oversee the finance team, guaranteeing precise and timely financial reporting.Attend board meetings,...
-
Career Advancement Opportunity
2 days ago
Santa Fe, New Mexico, United States Meron Financial Agency Full timeGrow Your Career with UsMeron Financial Agency is a leading firm dedicated to empowering individuals and businesses to achieve their financial goals. We're seeking talented and motivated individuals to join our team as financial consultants.As a financial consultant with our agency, you'll have the opportunity to earn a competitive salary and bonuses, with...
-
Chief Financial Officer
1 month ago
Santa Fe, New Mexico, United States Jobot Full timeAbout UsWe are a dynamic organization seeking an experienced Finance Director to lead our financial department. As a key member of our team, you will be responsible for developing and implementing the overall financial strategy and direction of the company.Key ResponsibilitiesDevelop and implement financial strategies that align with the company's goals and...
-
Strategic Financial Director
4 weeks ago
Santa Fe, New Mexico, United States Jobot Full timeJob OverviewWe are seeking a seasoned finance professional to join our team as a Consulting Interim Finance Director. This role provides an exciting opportunity to work on various projects, offering strategic financial guidance and support to our clients.About the RoleThe ideal candidate will have a strong background in financial planning, budgeting, and...
-
Financial Administrator
1 day ago
Santa Fe, New Mexico, United States Jobot Full time**About Us:**We are a dynamic and fast-paced finance team seeking an experienced Bookkeeper to join our permanent position. As a key member of our team, you will play a crucial role in maintaining our financial records, including purchases, sales, receipts, and payments.**Job Responsibilities:**Record day-to-day financial transactions and complete the...
-
Compensation Specialist
1 day ago
Santa Fe, New Mexico, United States Meron Financial Agency Full timeSucceed in a Rewarding CareerWe are seeking driven and ambitious individuals to join our team as financial consultants. At Meron Financial Agency, we believe in empowering individuals and businesses to achieve their financial goals through a client-centric approach, cutting-edge technology, and a supportive team environment.Our compensation structure is...
-
Financial Leadership Expert
3 weeks ago
Santa Fe, New Mexico, United States Jobot Full timeJob DetailsWe are seeking a seasoned finance professional to fill the position of Interim Finance Director at Jobot. As a key member of our team, you will be responsible for providing strategic financial leadership and direction to our clients. This is an exciting opportunity to work on a variety of projects, develop your skills, and contribute to the growth...