Advisor Solutions Consultant

Thornburg Investment Management Inc.; Santa Fe (NM); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Employer 401(k) contributions

Flexible work arrangements

Onsite cafeteria

Onsite fitness center

Job summary

A global investment firm is looking for an Advisors Solutions Consultant in Santa Fe, NM. The primary responsibility is to promote and sell investment products by leveraging data and collaborating with external wholesalers. Candidates should possess a Bachelor's Degree, strong sales experience, and must obtain required FINRA licenses. The role offers competitive benefits including health coverage, retirement contributions, flexible work arrangements, and opportunities for community involvement.

Qualifications

• Bachelor's Degree or equivalent experience required.
• FINRA Series 7 and 66 required or willing to obtain within 6 months.
• Prior experience in sales of financial product preferred.
• Proven results in a competitive sales environment.

Responsibilities

• Identify and contact segmented advisors primarily through digital campaigns.
• Develop and maintain relationships with advisors in assigned territories.
• Respond to client inquiries and manage clients throughout the sales cycle.
• Utilize CRM to serve clients and track engagement.

Skills

Relationship Building

Sales Experience

Data Analytics

Outbound Calling

Client Communication

Education

Bachelor's Degree or equivalent experience

Tools

Salesforce (SFDC)

Job description

Description

Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions.

As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas 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 outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg’s world-class investment platform and team are aligned on strategy to serve investors.

About the Role

As a member of our experienced high-performing distribution team, the Advisors Solutions Consultant’s (ASC) primary responsibility is to leverage data, and digital campaigns, to promote and sell Thornburg investment products through financial advisors by collaborating with external wholesalers to develop targeted engagement strategies, support segmented advisor coverage, and drive overall territory growth.

Duties and Responsibilities

• Identify and contact designated segmented advisors primarily through outbound calling efforts, email, and digital marketing lead generation follow-up. Execute targeted sales campaigns with advisors utilizing segmentation, digital touchpoints, and data analytics.
• Work in partnership with the designated teams to develop, maintain and grow advisor relationships within focus firms and advisor segments related to assigned territories.
• Maintain an active schedule within our fast-paced environment, including outbound/inbound calls, emails campaigns, and virtual meetings.
• Respond to client inquiries, provide ongoing communication with clients and prospects, and manage clients/prospects throughout the sales cycle, resulting in new opportunities and goal attainment.
• Cultivate new advisor relationships and deepen existing relationships using Thornburg’s award-winning mutual funds and separately managed accounts (SMA).
• Serve as valued resource for industry and product information by developing strong knowledge of our products, competitor products, our clients, and capital markets.
• Actively utilize contact relationship management (CRM) database (SFDC) to better serve our clients, including advisor profiling information; opportunity tracking; engagement and activity reporting. Utilize data analytic resources as tools to enhance efficiency and goal attainment.
• Actively seek to drive firm-wide strategic initiatives.
• Perform other job duties assigned as necessary.

Requirements

• Bachelor's Degree or equivalent experience required.
• FINRA Series 7 and 66 required (or equivalent) or willing to obtain within 6 months.
• Prior experience in sales of financial product preferred.
• Prior internal sales desk experience preferred.
• Proven results and demonstrated sustainable success in a competitive sales environment.
• Occasional travel required.
• Excellent at building relationships within team atmosphere, as well as across our organization, and with our clients.
• Ability to thrive in a deadline-oriented atmosphere, with strong analytical skills and an attention to detail.
• Self-starter that can work and drive results independently in a competitive sale field.
• Genuine enthusiasm for the industry.

Job 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.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.