Thornburg Investment Management

Financial Planning and Analysis

• The Senior Investment Consultant (SIC) position 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.
• 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.
• Regional Responsibility requires the appropriate individual to be based in the Southeast Florida Region.

Senior Investment Consultant, Southeast Florida Region

Sales

• Contribute to the development and implementation of a comprehensive institutional sales strategy to achieve the firm’s growth objectives.
• Identify and pursue new business opportunities with institutional investors, including pension funds, endowments, foundations, insurance companies, retirement plans, sovereign wealth funds and family offices.
• Build and maintain strong relationships with key decision makers and stakeholders within the institutional investment community.
• Work closely with the Head of Institutional & Strategic Initiatives and senior leadership to develop annual sales strategies focused on growing and meeting key objectives within the channel.
• Prepare and deliver compelling sales presentations, proposals, and RFP responses.
• Collaborate with the investment, marketing, and product development teams to ensure alignment of sales strategies with overall business goals.
• Monitor industry trends, competitor activities, and regulatory changes to inform strategy and maintain a competitive edge.
• Represent the firm at industry conferences, events, and meetings to enhance brand visibility and network with key intermediaries and potential clients.
• Track and report on sales performance metrics, providing regular updates to the Head of Institutional & Strategic Initiatives and senior management.
• Perform other job duties assigned as necessary.

Director, Institutional Sales

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.

Senior Investment Consultant, Southeast Florida Region

Director, Institutional Sales

Private Wealth Consultant