Remote Private Wealth Consultant - Western Region

Thornburg Investment Management Inc.; Los Angeles (CA); Sur place; USD 120 000 - 160 000; Plein temps

Avantages offerts par ce poste

401k matching

Flexible work arrangements

Commuter benefits

Employee assistance plan

Education reimbursement

Onsite cafeteria

Onsite fitness center

Referral program

Résumé du poste

Thornburg Investment Management Inc. is hiring a Private Wealth Consultant for the Western Region. This fully remote role is based near Los Angeles, CA or San Francisco, CA and focuses on driving sales of Thornburg mutual funds, SMA products, private strategies, and ETFs to RIAs and bank trusts.

You will work with TIM teams to achieve regional growth. The ideal candidate has 5+ years in adviser coverage, strong asset allocation knowledge, and FINRA Series 7 & 66.

Qualifications

• 5+ years of experience covering large financial advisors and professional buyers.
• Strong knowledge of asset allocation theory, portfolio construction, and due diligence.
• Willingness and ability to travel within the assigned territory.

Responsabilités

• Identify opportunities to develop and execute consultative sales strategies to maximize market penetration.
• Maintain advisors in the assigned territory focusing on service and growth of long-term relationships.
• Leverage technology and data to support sales execution and client coverage; use CRM systems.
• Collaborate with internal teams (marketing, other cross-functional partners) to align with business strategy.

Connaissances

Consultative sales

Relationship management

CRM proficiency

Territory growth

Cross-functional collaboration

Outils

Salesforce

Description du poste

Thornburg Investment Management Inc. is hiring a Private Wealth Consultant for the Western Region. This fully remote role is based near Los Angeles, CA or San Francisco, CA and focuses on driving sales of Thornburg mutual funds, SMA products, private strategies, and ETFs to RIAs and bank trusts.

You will work with TIM teams to achieve regional growth. The ideal candidate has 5+ years in adviser coverage, strong asset allocation knowledge, and FINRA Series 7 & 66.