Thornburg Investment Management
Advisor Solutions Consultant
Thornburg Investment Management, Santa Fe, New Mexico, us, 87503
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Advisor Solutions Consultant
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Thornburg Investment Management As a member of our experienced high-performing distribution team, the Advisor Solutions Consultant’s primary responsibility is to leverage data, 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 must be proven self-starters and exemplary communicators who have a strong desire to succeed and to achieve goals in a timely manner. Duties and 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. Job Requirements
Bachelor's Degree or equivalent experience required. FINRA Series 7 and 66 required, or equivalent. Prior experience in sales of financial product preferred. Proven results and demonstrated sustainable success in a competitive sales environment. 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. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender identity, or protected veteran status.
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Advisor Solutions Consultant
role at
Thornburg Investment Management As a member of our experienced high-performing distribution team, the Advisor Solutions Consultant’s primary responsibility is to leverage data, 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 must be proven self-starters and exemplary communicators who have a strong desire to succeed and to achieve goals in a timely manner. Duties and 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. Job Requirements
Bachelor's Degree or equivalent experience required. FINRA Series 7 and 66 required, or equivalent. Prior experience in sales of financial product preferred. Proven results and demonstrated sustainable success in a competitive sales environment. 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. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender identity, or protected veteran status.
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