Thornburg Investment Management · 3 hours ago
Private Wealth Consultant- Southeast Region
United States
Full-time
Remote
Senior Level
5+ years expThornburg Investment Management is a global investment firm that focuses on delivering strategic solutions for institutions and investors. The Private Wealth Consultant will execute a sales strategy within the Southeast region, positioning various Thornburg products to financial advisors and professional buyers to drive sales growth.
Financial Services
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
Qualification
Required
Bachelor's degree required (MBA, professional designations a plus)
5+ years of experience covering large financial advisors and professional buyers with a 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 collaborative team player
Preferred
5+ years of experience covering large financial advisors and professional buyers with a proven track record; Analytical or research experience within Asset Management, Investment Consulting or Wealth Management is 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
Thornburg Investment Management have a clear mission to preserve and increase the real wealth of investors.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
N
Nimish S. Bhatt
Chief Financial Officer, Treasurer & Managing Director
Garrett Thornburg
Founder and Chairman
Recent News
2025-10-15
Institutional Investor
2025-09-30
Company data provided by crunchbase