Manager, Client Solutions Group

Thornburg Investment Management; Santa Fe (NM); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Employer 401(k) with match

Onsite cafeteria

Onsite fitness center

Referral program

Flexible work arrangements

Job summary

Thornburg Investment Management is seeking a Manager for the Client Solutions Group in Santa Fe, NM. You will oversee RFPs, DDQs, RFIs and other questionnaires, coordinating with Sales, SMEs, Marketing, Portfolio and Data teams to deliver accurate, timely content to clients and prospects.

You will manage workflow, set performance goals and guide a small team to meet firm standards. The role requires at least 5 years in financial services, a Bachelor's degree (finance preferred), and FINRA

Qualifications

• Minimum 5 years in financial services
• Bachelor's degree required; finance preferred
• FINRA Series 7, 63/65 or 66 required; strong writing ability expected
• Proficient in Word, Excel, PowerPoint; ability to manage multiple priorities

Responsibilities

• Lead the Client Solutions Group, coordinating daily workflow and project assignments
• Oversee a pipeline of quarterly/monthly client requests (RFPs, DDQs, RFIs)
• Coordinate with Sales to align client coverage and relationships
• Ensure content accuracy, grammar, and compliance with firm policies and regulations
• Collaborate with SMEs, Marketing, Portfolio and Data teams to maintain fund information
• Improve standard content and maintain consistent firm messaging
• Prioritize RFPs and database updates with global distribution team
• Track team activity and report performance metrics
• Maintain procedures, policies and quality controls
• Support compliance requirements and vendor relationships
• Provide input to performance evaluations and training

Skills

Experience in financial services

Strong writing skills

Investment knowledge

Excellent communication

Education

Bachelor's degree in finance or related field

FINRA licenses 7/63/65/66

Tools

MS Office Suite

Job 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.

Job Summary

The Manager, Client Solutions Group is responsible for oversight of the Client Solutions Group, along with direct client coverage responsibilities of key clients across multiple sales channels. The Manager, Client Solutions Group, will oversee the completion of RFPs, DDQ’s, RFI’s and other questionnaires, third-party databases as well as ad hoc requests to support the needs of existing and prospective clients and internal teams.

The Manager, Client Solutions Group manages the content in questionnaires and databases, so it is accurate, compelling, and current and serves as spokesperson for the function, both internally and externally. The Manager, Client Solutions Group manages the workflow and day-to-day responsibilities of the team, setting performance goals and deadlines that adhere with the companies plan and vision. In addition to his/her responsibilities within the CSG team, the manager will have a subset of clients they are responsible for through direct client servicing.

Duties and Responsibilities:

• Lead the client solutions group as a player-coach in coordinating and executing daily workflow activities, assigning projects, and ensuring timely and quality completion of all deliverables.
• Manages and oversees a pipeline of quarterly/monthly reoccurring request from clients.
• Coordinate with sales to assign client relationship coverage.
• Responsible for ensuring all content is reviewed for accuracy, consistency, grammar, wording and style. Ensure content is in compliance with applicable firm policies and industry regulations.
• Work with Subject Matter Experts (SMEs), Marketing, Portfolio Team and Data Team to gather and maintain information pertaining to funds, strategies, and the firm.
• Collaborate with SMEs, Marketing, and business development group to continuously improve standard verbiage, write new content as needed, and maintain consistency with firm messaging.
• Work with the global distribution team to determine priority of RFPs, questionnaires, and database updates.
• Track and report team activity; provide success statistics upon request.
• Maintain departmental procedures and policies.
• Maintain quality control process for RFPs, questionnaires, and databases.
• Work with compliance department to ensure adherence to appropriate disclosure and compliance requirements.
• Maintain third party databases and vendor relationship.
• Manage business development team. Provide continual feedback, training, and provide input to formal performance evaluations annually.
• Perform other job duties assigned as necessary.

Requirements

• At least 5 years of expertise in the financial services industry.
• FINRA Series 7, 63/65 or 66 required.
• Bachelor's degree is required; finance degree preferred.
• Proven ability to write accurately, concisely, and persuasively.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• In-depth knowledge of asset classes, investment products, vehicle and regulatory requirements.
• Strong analytical skills and attention to detail.
• Exceptional problem-solving abilities.
• Outstanding interpersonal and relationship building skills.
• Excellent verbal and written communication skills.
• Ability to thrive in a deadline-oriented atmosphere.
• Strong organizational and time management skills.
• 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 program, education reimbursement program.
• Community involvement opportunities.
• Onsite cafeteria.
• Onsite fitness center.
• Referral program.

Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world.

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.