Sr. Investment Consultant (New England Region)

Thornburg Investment Management; Boston (MA); Remote; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Investment Consultant to drive sales in the New England region. This fully remote role focuses on building strong relationships with financial advisors and executing a targeted sales strategy for mutual funds and SMA products. The ideal candidate will have a proven track record in wholesaling, ethical standards, and a strong work ethic. Join a dynamic team where your contributions will help shape investment outcomes and drive success in a competitive market. If you are passionate about finance and eager to make an impact, this opportunity is perfect for you.

Qualifications

• Proven track record in wholesaling mutual fund products.
• Experience selling ETFs and separately managed accounts.

Responsibilities

• Increase sales and enhance relationships with financial advisors.
• Execute a business plan to meet annual sales goals.

Skills

Sales Strategy Execution

Relationship Building

Ethical Standards

Work Ethic

Education

Bachelor's Degree

CIMA Certification

CFP Designation

Tools

NASD Licenses (Series 7, 63, 65)

Job description

All Jobs > Sr. Investment Consultant (New England Region)

Sr. Investment Consultant (New England Region)
Fully Remote • Boston, MA

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 Senior Investment Consultant (SIC) position for the New England region has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer, and RIA channels.

Duties and Responsibilities

• Increase sales and enhance relationships with financial advisors within this region. Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goals.
• This position will be supported by an Advisor Solutions Consultant. The inside sales desk is located in Santa Fe, NM.

Regional Responsibility

This position will require the appropriate individual to be based within the region. Boston, MA - preferred.

Requirements

• Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region.
• Experience selling ETFs, separately managed accounts, private investments, and mutual funds.
• Strong relationships with the advisors and targeted firms in this region would be highly desirable.
• Highest ethical standards and integrity.
• Tremendous work ethic and strong desire to succeed.
• Extensive travel will be required given the size of the regions.
• Professional and academic requirements include:
  • NASD licenses Series 7, 63, and 65
  • A Bachelor’s degree is required
  • CIMA and or CFP designation preferred

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.