Private Wealth Consultant- Western Region

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 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.

Primary Job Function

The Private Wealth Consultant (PWC) has the primary responsibility for executing a focused sales strategy within the given segmentation within a multi-state west region. The PWC will be responsible for positioning Thornburg’s mutual funds, SMA products, private strategies, ETFs, and any other future Thornburg products to financial advisors and professional buyers focusing on RIA’s and Bank Trusts to drive sale growth. Additionally, members of the Private Wealth team will work closely across TIM including, the TIM Investment team, Advisor Solutions Consultants, and Strategic Relationships team to execute on sales goals and initiatives for the year.

Duties and Responsibilities

• 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.

Regional Responsibility

This position will require the appropriate individual to based in the Western Region. Los Angeles, CA or San Francisco, CA- preferred.

Requirements

• 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 of
• 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.
• 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.

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.