Private Wealth Consultant

The Private Wealth Consultant has the primary responsibility for executing a focused sales strategy within the given segmentation. The PWC will be responsible for positioning Thornburg’s mutual funds, SMA products, private strategies, ETFs, and any other future Thornburg products to financial advisors and professional buyers to include RIA’s, Bank Trusts, OCIOs, Aggregators and home offices.

Increase sales and enhance relationships with financial advisors and professional buyers (Bank Trusts, OCIOs, Aggregators, RIAs, home offices, etc.) within this segmentation. Work closely with the TIM Investment team, Advisor Solutions consultants, and Strategic Relationships team to execute on sales goals and initiatives for the year. 

DUTIES AND RESPONSIBILITIES:

• Identify opportunities to develop and execute consultative sales strategies that will maximize market penetration and increase buyer loyalty across stated segmentation.
• Utilize technology and third-party databases to analyze data and identify strategic market opportunities. 
• Respectful partnership with internal members, marketing, and others to ensure alignment around business strategy, capitalize on opportunities, and overcome specific challenges. 
• Ensure collaboration across the organization, maximizing synergies within other channels of distribution.
• The PWC will also maintain advisors in their assigned territory focusing on the service and growth of these long-term relationships.
• The PWC will specifically work with the corresponding Advisor Solutions Investment Consultant to ensure proper coverage and success of all remaining Advisor Solutions advisors in the territory. 
• The PWC will assume coverage for the national RIA Aggregator firms that are primarily sourcing their growth from traditional advisor solutions broker dealers. These include but are not limited to: Sanctuary Advisors, Rockefeller Capital Management, Steward Partners, Snowden Lane, New Edge Wealth, Private Advisor Group, and Stratos Wealth. 
• Perform other job duties assigned as necessary.        

Regional Responsibility 

This position will require the appropriate individual to be based within the Central Territory. Chicago, IL- preferred. 

• Bachelor’s degree required (MBA, professional designations) 
• 5+ years covering large financial advisors and professional buyers with proven track record. Analytical or research experience within Asset Management, Investment Consulting or Wealth Management Knowledgeable as to asset allocation theory, portfolio construction, investment manager due diligence and modern portfolio theory. 
• FINRA Series 7 & 66 required, or equivalent of
• Significant experience building long-term relationships.
• Territory travel will be required. 
• High degree of initiative results oriented, and entrepreneurial thinking.
• High engaged, enthusiastic, and a team player.  

Job 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

Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attracts visitors from around the world. 

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.