Private Wealth Consultant – West Territory for RIAs & Trusts

Thornburg Investment Management; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Onsite cafeteria

Onsite fitness center

401(k) plan

Job summary

Thornburg Investment Management seeks a Private Wealth Consultant to execute a targeted sales strategy within the multi-state western region. You will promote Thornburg mutual funds, SMA products, private strategies, ETFs, and more to RIAs and banks, driving growth across the territory.

You will work with TIM Investment teams and cross-functional partners to meet sales goals, travel within the Western region, and build long-term client relationships across advisors.

Qualifications

• 5+ years of experience covering large financial advisors and professional buyers.
• Strong knowledge of asset allocation theory, portfolio construction, and modern portfolio theory.
• FINRA Series 7 & 66 required, or equivalent.

Responsibilities

• Develop and execute consultative sales strategies to penetrate markets and grow buyers.
• Maintain advisors in the territory, focusing on service and long-term relationships.
• Leverage technology and CRM systems to manage activity and outcomes.
• Apply proficient use of CRM (Salesforce when applicable) for territory management.
• Collaborate across marketing and cross-functional partners to align with business strategy.
• Promote collaboration across the organization to maximize channel synergies.
• Coordinate coverage with Advisor Solutions Investment Consultant for key advisors.
• Perform other duties as assigned.

Skills

Analytical thinking

Relationship management

Travel readiness

Asset allocation knowledge

Job description

Thornburg Investment Management seeks a Private Wealth Consultant to execute a targeted sales strategy within the multi-state western region. You will promote Thornburg mutual funds, SMA products, private strategies, ETFs, and more to RIAs and banks, driving growth across the territory.

You will work with TIM Investment teams and cross-functional partners to meet sales goals, travel within the Western region, and build long-term client relationships across advisors.