Job Description
- Job Description:
- The Senior Investment Consultant (SIC) position 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.
- 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 goal.
- This position will be supported by an Advisor Solutions Consultant.
- The inside sales desk is located in Santa Fe, NM.
- Regional Responsibility requires the appropriate individual to be based in the Southeast Florida Region.
- Requirements:
- Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region.
- Experience selling ETF's, 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.
- Benefits:
- 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.
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