Manager, Client Solutions Group

Thornburg Investment Management • Cuyamungue, NM

6d • Onsite

About The Position

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.

Requirements

• At least 5 years of expertise in the financial services industry.
• FINRA Series 7, 63/65 or 66 required.
• Bachelor's degree is required; finance degree preferred.
• Proven ability to write accurately, concisely, and persuasively.
• Strong client service skills.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• In-depth knowledge of asset classes, investment products, vehicle and regulatory requirements.
• Strong analytical skills and attention to detail.
• Exceptional problem-solving abilities.
• Outstanding interpersonal and relationship building skills.
• Excellent verbal and written communication skills.
• Ability to thrive in a deadline-oriented atmosphere.
• Strong organizational and time management skills.

Responsibilities

• Lead the client solutions group as a player-coach in coordinating and executing daily workflow activities, assigning projects, and ensuring timely and quality completion of all deliverables.
• Manages and oversees a pipeline of quarterly/monthly reoccurring request from clients.
• Coordinate with sales to assign client relationship coverage.
• Responsible for ensuring all content is reviewed for accuracy, consistency, grammar, wording and style. Ensure content is in compliance with applicable firm policies and industry regulations.
• Work with Subject Matter Experts (SMEs), Marketing, Portfolio Team and Data Team to gather and maintain information pertaining to funds, strategies, and the firm.
• Collaborate with SMEs, Marketing, and business development group to continuously improve standard verbiage, write new content as needed, and maintain consistency with firm messaging.
• Work with the global distribution team to determine priority of RFPs, questionnaires, and database updates.
• Track and report team activity; provide success statistics upon request.
• Maintain departmental procedures and policies.
• Maintain quality control process for RFPs, questionnaires, and databases.
• Work with compliance department to ensure adherence to appropriate disclosure and compliance requirements.
• Maintain third party databases and vendor relationship.
• Manage business development team. Provide continual feedback, training, and provide input to formal performance evaluations annually.
• 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 program, education reimbursement program.
• Community involvement opportunities.
• Onsite cafeteria.
• Onsite fitness center.
• Referral program.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager