Thornburg Investment Management

Consultant

• Identify opportunities to develop and execute consultative sales strategies that will maximize market penetration and increase buyer loyalty across stated segmentation.
• Maintain advisors in their assigned territory focusing on the service and growth of these long-term relationships.
• Utilize technology and data effectively while adhering to TIM best practices.
• Apply proficient and thorough use of CRM systems to manage territory activity, track advisor interactions, and support effective sales execution; leverage Salesforce when applicable.
• Partner respectfully and collaboratively with internal teams, including marketing and other cross-functional partners, to ensure alignment with business strategy, capitalize on opportunities, and address specific challenges.
• Promote strong collaboration across the organization, maximizing synergies within other channels of distribution.
• Work closely with the corresponding Advisor Solutions Investment Consultant to ensure proper coverage and success of all remaining Advisor Solutions advisors in the territory.
• Perform other job duties assigned as necessary.

Private Wealth Consultant – Western Region

Financial Planning and Analysis

• 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.

Private Wealth Consultant – Western Region

Senior Investment Consultant – Southwest Region