Financial Relationship Manager

4 days ago


Santa Fe, New Mexico, United States Thornburg Investment Management Full time

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.
Salary Range:

$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.


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