Private Wealth Consultant – Western Region

🔥 9 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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Thornburg Investment Management

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1982

💸 Finance

🤝 B2B

Finance • Investments • B2B

Thornburg Investment Management is a global investment firm headquartered in Santa Fe, New Mexico. The company specializes in providing a broad range of investment solutions, including equity, fixed income, multi-asset strategies, and sustainable investing, to institutional investors and financial professionals across the world. Thornburg is known for its active management approach and high-conviction portfolios designed to meet the diverse objectives of its clients. With a strong emphasis on research-driven investment strategies, Thornburg aims to deliver long-term performance by analyzing markets globally and investing in dynamic sectors. The firm offers its services through various investment vehicles such as mutual funds, managed accounts, and closed-end funds.

📋 Description

• 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. • 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.