Private Wealth Consultant
Thornburg Investment Management
full-time
Posted on:
Location Type: Remote
Location: California • Florida • United States
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About the role
- 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.
Requirements
- Bachelor’s degree required (MBA, professional designations a plus).
- 5+ years of experience covering large financial advisors and professional buyers with proven track record.
- Analytical or research experience within Asset Management, Investment Consulting or Wealth Management is preferred.
- Strong knowledge of asset allocation theory, portfolio construction, investment manager due diligence and modern portfolio theory.
- FINRA Series 7 & 66 required, or equivalent of.
- Demonstrated success in building and maintaining long-term relationships.
- Willingness and ability to travel within the assigned territory required.
- High degree of initiative results oriented and entrepreneurial thinking.
- Highly engaged, enthusiastic, and a collaborative team player.
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
consultative sales strategiesCRM systemsSalesforceasset allocation theoryportfolio constructioninvestment manager due diligencemodern portfolio theoryanalytical skillsresearch experienceterritory management
Soft Skills
relationship buildingcollaborationinitiativeresults orientedentrepreneurial thinkingenthusiasmteam playercommunicationproblem solvingadaptability
Certifications
Bachelor's degreeMBAFINRA Series 7FINRA Series 66