Advisor Solutions Consultant
Thornburg Investment Management
Santa Fe, NMDescriptionThornburg 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 outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg’s world-class investment platform and team are aligned on strategy to serve investors. About the Role: As a member of our experienced high-performing distribution team, the Advisors Solutions Consultant’s (ASC) primary responsibility is to leverage data, and digital campaigns, to promote and sell Thornburg investment products through financial advisors by collaborating with external wholesalers to develop targeted engagement strategies, support segmented advisor coverage, and drive overall territory growth. 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. RequirementsBachelor's Degree or equivalent experience required.FINRA Series 7 and 66 required (or equivalent) or willing to obtain within 6 months.Prior experience in sales of financial product preferred.Prior internal sales desk experience preferred.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. Job BenefitsMedical, 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" attract 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.
- ...conviction manager of fixed income, equities, and multi-asset solutions.As an independent firm, Thornburg can take on a wide... ...of our experienced high-performing distribution team, the Advisors Solutions Consultant’s (ASC) primary responsibility is to leverage data, and...SuggestedWorldwideFlexible hours
- Taxpayer Services A description of the business units can be found at: Position(s) are to be filled in following area(s): TS - Communications and Liaison - Communications and LiaisonSuggested
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$80.9k - $103.95k
...Contract Administration contributes to Cardinal Health_** As a Consultant (Contract Administrator) within Sales Operations, you will... ...recommendations, follow-up, and follow through to deliver timely solutions. + Proficient in synthesizing and presenting large amounts of...Full timeContract workTemporary workWork experience placementWork at officeLocal areaImmediate startFlexible hours$100k - $160k
...is, a specialist of the highest technical caliber. The senior consultant provides assistance and recommendations to management and clients... ...(s) Customer Focus Assist the Broadcom Account Director, Solution Architect, and/or Partner Account Director in technically...Full timeLocal areaRemote work- ...opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
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...-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs... ...where we live and work.About the RoleAs a Sr. Functional Consultant, you will be responsible for ensuring the successful implementation...Full timeWork experience placementWork at officeRemote workHome officeFlexible hours$67.45 - $101.2 per hour
...-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs... ...deploying Workday to our customers! The Workday Healthcare Consulting team is an industry focused team that ensures successful deployments...Full timeWork at officeRemote workHome officeFlexible hours- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and...
- ...defense and security, and civil aviation by revolutionizing our customers’ training and critical operations with digitally immersive solutions to elevate safety, efficiency and readiness. CAE Defense & Security Mission: CAE's Defense and Security business unit focuses on...Contract workLocal areaWorldwide
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...Consultant, Strategic Transformation About Chartis Chartis comprises 1,000 professionals... ..., and investors create and embrace solutions that reshape healthcare for the better.... ...Chartis, Jarrard, Greeley, and HealthScape Advisors—we have created a culture that prioritizes...Full timeWork at office$20.19 per hour
...financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative conversations, and identify solutions that support customers' financial goals. This position provides hands on experience with daily operational...Full timeWork at office- ...Mexico State University Global Campus seeks three Financial Aid Advisors, Univ. to serve as the primary resource for financial aid... ...with Satisfactory Academic Progress (SAP) issues and recommends solutions on how to improve their status. Effectively presents federal,...Hourly payFull timeWork at officeLocal areaRemote workFlexible hours
- ...having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
$41.71k - $65k
...exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shift$20 - $23 per hour
...and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and...Temporary work- ...transactions. You will process cash transactions accurately, listen to clients’ financial goals, and connect them to appropriate solutions. Strong relationship skills and a commitment to regulatory compliance are essential for success. The role emphasizes collaboration...
- ...reaffirmations Analyze business and personal financial statements and perform financial spreading with the underwriting team Present solutions for credit structure, covenants, financial reporting requirements, and other credit conditions to the Underwriter Continuously...
$38.92k - $57.24k
...selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities to...Local areaRelocation packageFlexible hoursAfternoon shift$20 - $23 per hour
...and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and...Temporary work- ...permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking... ..., and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will...Local area
- ...having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds...Work at officeFlexible hoursShift workWeekend workDay shift
$20.19 per hour
...financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative conversations, and identify solutions that support customers' financial goals. This position provides hands on experience with daily operational...Full timeWork at office- Service Center Santa Fe - W Frontage Rd JOB SUMMARY Caliber Collision has an immediate job opening for an Auto Parts Coordinator to inspect, verify, and distribute parts to workstations while confirming arrival and accuracy with Body Technicians. The Parts Coordinator...Weekly payImmediate start
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$39.2k - $72.8k
...help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. As a Travel Consultant, you'll join our highly skilled remote team, providing outstanding service to our corporate business clients. We're most proud of...Full timeImmediate startRemote workFlexible hoursNight shiftDay shiftAfternoon shift
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