Thornburg Investment Management

Senior Investment Consultant, Southeast Florida Region

Thornburg Investment Management

full-time

Posted on:

Location Type: Remote

Location: Florida • United States

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Job Level

Senior

About the role

  • 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.

Requirements

  • Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region.
  • Experience selling ETF's, separately managed accounts, private investments, and mutual funds.
  • Strong relationships with the advisors and targeted firms in this region would be highly desirable.
  • Highest ethical standards and integrity.
  • Tremendous work ethic and strong desire to succeed.
  • Extensive travel will be required given the size of the regions.
  • Professional and academic requirements include: NASD licenses Series 7, 63 and 65.
  • A Bachelor’s degree is required.
  • CIMA and or CFP designation preferred.
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
wholesalingmutual fundsETFseparately managed accountsprivate investmentssales strategybusiness plan execution
Soft Skills
relationship buildingintegritywork ethicdesire to succeed
Certifications
NASD Series 7NASD Series 63NASD Series 65CIMACFP