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Senior Investment Consultant – Southwest Region
Thornburg Investment ManagementSenior Investment Consultant executing sales strategies with financial advisors in the Arizona-Southwest Region at Thornburg Investment Management.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wholesalingmutual fundsETFsseparately managed accountsprivate investments
Soft Skills
relationship buildingethical standardsintegritywork ethicdesire to succeed
Certifications
NASD Series 7NASD Series 63NASD Series 65CIMACFP