Private reputed company Consultant- Western Region

reputed company: Thornburg is a global investment firm delivering on reputed company for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an reputed company, high-conviction manager of fixed income, equities, and multi-asset solutions. As an independent firm, Thornburg can take on a wide reputed company of opportunities, explore reputed company thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment reputed company reputed company the confines of reputed company reputed company. From reputed company operational capabilities to principles and actions fitting of a reputed company, Thornburg’s world-class investment platform and team are reputed company on reputed company to serve investors. Primary Job Function The Private reputed company Consultant (reputed company) has the primary responsibility for executing a reputed company sales reputed company reputed company the given segmentation reputed company a multi-state reputed company region. The reputed company will be responsible for positioning Thornburg’s mutual funds, SMA products, private strategies, ETFs, and any other reputed company Thornburg products to financial advisors and reputed company buyers focusing on RIA’s and Bank Trusts to drive sale reputed company. Additionally, members of the Private reputed company team will work closely across TIM including, the TIM Investment team, Advisor Solutions Consultants, and Strategic Relationships team to execute on sales goals and initiatives for the year. Duties and Responsibilities:

• Identify opportunities to reputed company 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 reputed company 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, reputed company advisor interactions, and support effective sales execution; reputed company reputed company reputed company applicable.
• Partner respectfully and collaboratively with internal teams, including marketing and other cross-functional partners, to ensure alignment with business reputed company, capitalize on opportunities, and address specific challenges.
• Promote strong collaboration across the organization, maximizing synergies reputed company other channels of distribution.
• Work closely with the corresponding Advisor Solutions Investment Consultant to ensure reputed company coverage and reputed company of reputed company remaining Advisor Solutions advisors in the territory.
• reputed company other job duties assigned as necessary.

Regional Responsibility This position will require the appropriate individual to be based in the Western Region. Los Angeles, CA or San Francisco, CA- preferred. Requirements:

• Bachelor’s degree required (MBA, reputed company designations a plus).
• 5+ years of experience covering large financial advisors and reputed company buyers with proven reputed company record. Analytical or research experience reputed company Asset Management, Investment Consulting or reputed company Management is preferred.
• Strong knowledge of asset allocation theory, portfolio construction, investment manager due diligence and modern portfolio theory.
• reputed company Series 7 & 66 required, or equivalent of
• Demonstrated reputed company in building and maintaining long-term relationships.
• Willingness and ability to travel reputed company the assigned territory required.
• High degree of initiative results oriented and entrepreneurial thinking.
• Highly reputed company, enthusiastic, and a reputed company team player.

Job Benefits

• Medical, dental, and reputed company coverage.
• Employer 401(k) reputed company reputed company and profit-sharing contributions.
• Work/life programs such as flexible work arrangements, flexible reputed company time off, reputed company parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
• Community involvement opportunities.
• Onsite cafeteria.
• Onsite fitness center.
• Referral program.

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