Senior Investment Consultant (Upper Midwest Region) jobs in United States
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Thornburg Investment Management · 2 hours ago

Senior Investment Consultant (Upper Midwest Region)

Thornburg Investment Management is a global investment firm focused on delivering strategic solutions for institutions and investors. The Senior Investment Consultant will execute a sales strategy targeting financial advisors, selling mutual funds and SMA products within the Upper Midwest region.

Financial Services

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 goal
This position will be supported by an Advisor Solutions Consultant. The inside sales desk is located in Santa Fe, NM

Qualification

Wholesaling mutual fundsSelling ETFsSelling SMA productsCIMA certificationCFP designationSeries 7 licenseSeries 63 licenseSeries 65 licenseHigh ethical standardsWork ethicRelationship building

Required

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

Preferred

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.

Company

Thornburg Investment Management

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Thornburg Investment Management have a clear mission to preserve and increase the real wealth of investors.

Funding

Current Stage
Growth Stage

Leadership Team

N
Nimish S. Bhatt
Chief Financial Officer, Treasurer & Managing Director
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Garrett Thornburg
Founder and Chairman
Company data provided by crunchbase