Senior Investment Consultant – Mountain Region

🔥 0 minutes ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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👻 Ghost score 10%

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Thornburg Investment Management

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1982

💼 Consulting

💸 Finance

Consulting • Finance • Investments

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

• Execute a focused sales strategy with a segmented group of advisors in the Mountain Region. • Sell Thornburg's mutual funds, SMA products, ETFs, and private offerings. • Sell primarily to financial advisors at wire houses, independent/regional broker-dealers, and RIA channels. • Increase sales and enhance relationships with financial advisors within the region. • Work closely with the inside sales partner to develop and execute a business plan meeting annual sales goals. • Work with support from an Advisor Solutions Consultant.

🎯 Requirements

• Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region. • Experience selling ETFs, separately managed accounts, private investments, and mutual funds. • Strong relationships with advisors and targeted firms in this region highly desirable. • Highest ethical standards and integrity. • Tremendous work ethic and strong desire to succeed. • Extensive travel required given the size of the regions. • NASD licenses Series 7, 63, and 65. • Bachelor's degree required. • CIMA and/or CFP designation preferred.

🏖️ Benefits

• Medical, dental, and vision coverage. • Employer 401(k) safe harbor and profit-sharing contributions. • 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.