Sr. Investment Consultant; Upper Midwest Region

Overview

Sr. Investment Consultant (Upper Midwest Region). Fully Remote
• Minneapolis/Twin Cities, MN

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 out performance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom.

The Senior Investment Consultant (SIC) position for the Upper Midwest 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 and SMA products 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 Upper Midwest Region. Minneapolis/Twin Cities, MN - preferred.

• 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.

• 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.