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Thornburg Investment Management · 20 hours ago

Advisor Solutions Consultant

Santa Fe, NM

Full-time

Hybrid

Mid Level

Thornburg Investment Management is an experienced high-performing distribution team, and they are seeking an Advisor Solutions Consultant to promote and sell investment products through financial advisors and small market RIAs. The ASC will leverage data and digital campaigns to cultivate relationships and achieve sales goals within assigned market segments.

Financial Services

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

Qualification

FINRA Series 7FINRA Series 66Sales experienceCRM database (SFDC)Data analyticsAnalytical skillsEnthusiasm for industryRelationship buildingSelf-starter

Required

Bachelor's Degree or equivalent experience required

FINRA Series 7 and 66 required (or equivalent) or willing to obtain within 6 months

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

Preferred

Prior experience in sales of financial product preferred

Prior internal sales desk experience 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.