Senior Investment Consultant

Job Summary

The Senior Investment Consultant (SIC) position for the Arizona-Southwest Region has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. The SIC will be responsible for selling Thornburg’s mutual funds, SMA products, ETFs, and Private offerings to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels.

• 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.

This position will require the appropriate individual to be based in the Phoenix, Arizona area.

• 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
  • CIMA and or CFP designation preferred

• 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.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.