Private Wealth Consultant – Western Region

🕒 il y a 27 jours

🏄 California – Distant

🏄 California – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💼 Consultant

🦅 Parrain de Visa H1B

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Thornburg Investment Management

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 1982

💼 Conseil

💸 Finance

Consulting • Finance • Investments

Thornburg Investment Management est une société de gestion d'investissements mondiale ayant son siège à Santa Fe, Nouveau-Mexique. L'entreprise se spécialise dans la fourniture d'une gamme étendue de solutions d'investissement, incluant les actions, le revenu fixe, les stratégies multi-actifs et l'investissement durable, à destination des investisseurs institutionnels et des professionnels de la finance partout dans le monde. Thornburg est réputée pour son approche de gestion active et ses portefeuilles à haute conviction conçus pour répondre aux divers objectifs de ses clients. Avec un fort accent sur des stratégies d'investissement fondées sur la recherche, Thornburg vise à offrir des performances à long terme en analysant les marchés à l'échelle mondiale et en investissant dans des secteurs dynamiques. L'entreprise propose ses services via divers véhicules d'investissement tels que des fonds communs de placement, des comptes gérés et des fonds fermés.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.