Advisor Solutions Consultant

Thornburg Investment Management • Cuyamungue, NM

7d

About The Position

As a member of our experienced high-performing distribution team, the Advisors Solutions Consultant’s (ASC) primary responsibility is to leverage data, and digital campaigns, to promote and sell Thornburg investment products through financial advisors and small market RIAs within an assigned market segment and as part of the broader Advisor Solutions team. ASC’s must be proven self-starters and exemplary communicators who have a strong desire to succeed and to achieve goals in a timely manner.

Requirements

• Bachelor's Degree or equivalent experience required.
• FINRA Series 7 and 66 required (or equivalent) or willing to obtain within 6 months.
• Prior experience in sales of financial product preferred.
• Prior internal sales desk experience preferred.
• Proven results and demonstrated sustainable success in a competitive sales environment.
• Occasional travel required.
• Excellent at building relationships within team atmosphere, as well as across our organization, and with our clients.
• Ability to thrive in a deadline-oriented atmosphere, with strong analytical skills and an attention to detail.
• Self-starter that can work and drive results independently in a competitive sale field.
• Genuine enthusiasm for the industry.

Responsibilities

• Identify and contact designated segmented advisors primarily through outbound calling efforts, email, and digital marketing lead generation follow-up. Execute targeted sales campaigns with advisors utilizing segmentation, digital touchpoints, and data analytics.
• Work in partnership with the designated teams to develop, maintain and grow advisor relationships within focus firms and advisor segments related to assigned territories.
• Maintain an active schedule within our fast-paced environment, including outbound/inbound calls, emails campaigns, and virtual meetings.
• Respond to client inquiries, provide ongoing communication with clients and prospects, and manage clients/prospects throughout the sales cycle, resulting in new opportunities and goal attainment.
• Cultivate new advisor relationships and deepen existing relationships using Thornburg’s award-winning mutual funds and separately managed accounts (SMA).
• Serve as valued resource for industry and product information by developing strong knowledge of our products, competitor products, our clients, and capital markets.
• Actively utilize contact relationship management (CRM) database (SFDC) to better serve our clients, including advisor profiling information; opportunity tracking; engagement and activity reporting. Utilize data analytic resources as tools to enhance efficiency and goal attainment.
• Actively seek to drive firm-wide strategic initiatives.
• Perform other job duties assigned as necessary.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees