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.
$80.5k - $166.1k
...Oracle Health Government Services is seeking a skilled Principal Consultant to join our VA Critical Support Team within a mission-driven... ...have expert knowledge of Oracle Health (Cerner Millennium) solutions, system build, implementation, and workflow alignment, along with...SuggestedTemporary workFlexible hours- ...and identify target audiences, analyze data and provide feedback to leadership Identify communication issues and come up with solutions based on research Work directly with local news media organizations to release stories and develop public relations campaigns...SuggestedFull timeLocal areaOverseas
$20 per hour
We are looking for a Marketing Specialist to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role, you will need to hold an expert level of writing...SuggestedHourly payFull timeContract workPart timeRemote work- Job Description Benefits Flexible schedule Training & development Benefits/Perks Competitive Compensation Excellent Work Environment Average team member make 25 plus an hour with commission Job Summary We are seeking a Marketing Communications Specialist to join our team...SuggestedFlexible hours
- Job Description Job Description Duties & responsibilities Digital Marketing & Analytics • Assist in the execution of email marketing campaigns, including drafting, scheduling, list management, deployment, and performance reporting • Monitor,...SuggestedLocal area
- Siemens Digital Industries Software is looking for a Social Media Manager who lives at the intersection of community building and engagement, brand and product storytelling, and creative content creation. You will own and grow our social presence across existing and emerging...
- ...and make an impact. Join us! Job Description : 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 business...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$21 - $25 per hour
Job Description Job Description Salary: $21-$25 Reports to: Development Director Employment Status: Part-Time /Exempt (approximately 25 hours per week) Location: Santa Fe, New Mexico Impact of this Role The Communications Specialist serves at the intersection...Hourly payPart timeWork at officeFlexible hoursAfternoon shift$25.48 - $60.63 per hour
...you've come to the right place. We are looking for an experienced Consultant to help design, build/configure, activate, and support the implementation of Oracle Health EHR (Millennium) solutions across Federal agencies including the Department of Defense, United States...Hourly payTemporary workWork experience placementLocal areaFlexible hours$108.6k
...Payroll application functionality and business process configuration options to provide thoughtful consultative leadership to create impactful, effective, and efficient solutions. The incumbent will support all Enterprise business areas and will be accountable to HR Systems...Work at officeLocal area$71.2k - $166.1k
...Job Description Principal Consultant - Oracle Health – Microbiology Location: United States Travel: 50% No visa sponsorship... ...support the implementation of Oracle Health EHR (Millennium) solutions across Federal agencies including the Department of Defense, United...Contract workTemporary workWork experience placementLocal areaVisa sponsorshipFlexible hours$160k
...We are seeking Principal Consultant - AI Strategy to lead strategic AI engagements with State... ...SLED agencies, internal Business Solutions and Growth teams, and corporate technology... .... Serve as engagement lead or senior advisor for AI strategy and advisory projects, accountable...Local areaRemote work$100.2k - $164.1k
...Senior Incident Response Consultant 133254 This role joins SpearTip, the cybersecurity consulting segment within Zurich Resilience Solutions. Blending cutting‑edge technologies, unique skill sets, and proven cyber counterintelligence strategies, SpearTip partners with...Full timeTemporary workApprenticeshipLocal areaRemote workVisa sponsorshipFlexible hours$88.3k - $141.3k
...broad range of mainframe infrastructure software. The senior consultant provides assistance and recommendations to management and clients... ...team(s) Customer Focus Assist the Broadcom Account Director, Solution Architect, and/or Partner Account Director in technically...Local area$130k - $150k
...Associate Consultant, Life Sciences Consulting (Market Access) Company: Dedham Group Location: Remote, United States Date Posted: Apr... ...an organization that consists of market‑leading pharmaceutical solutions providers united under one goal: to improve patient access to...Full timeTemporary workInternshipLocal areaRemote workFlexible hoursShift work$97.5k - $209.5k
...Government Services is hiring a Lead Learning Consultant to support the delivery of the VA... ...quality and innovative instructional and solution leadership within the VITAL program.... ...structured facilitation. Serve as a trusted advisor to VA participants, reinforcing performance...Contract workTemporary workLocal areaFlexible hours- ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... .... Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$58k
...enterprise application team of approximately 60 members, you will troubleshoot a variety of user issues, manage user accounts, and develop solutions to ongoing technical challenges. Responsibilities Providing user management support for processing account create and change...Temporary workFor contractorsInterim roleImmediate start$44.9k - $72.3k
...orders and deadlines. Act as the liaison between Third Party Logistics and courier vendors to find and implement improvements and solutions. Track UPS transportation incidents, meet with UPS to work on root cause and improvements Evaluate capital equipment usage...Remote work- ...meaningful client relationships and delivering innovative financial solutions tailored to each individual's goals, values, and long-term... ...understand their families, priorities, and aspirations. Our advisors focus on building lifelong relationships rooted in trust, service...Contract workFor contractorsWork at officeImmediate start
- ...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...
$46.2k - $85.8k
...voice is valued. Our Specialized Travel Consultants work in a high-touch service environment... ...team to provide creative and timely travel solutions and an outstanding travel service... ...or back office systems Act as a trusted advisor by using travel expertise to proactively...Immediate startFlexible hoursNight shiftWeekend workAfternoon shift- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilitie sProvide...
$50k
...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,... ...relationship building Adaptable to new information seeking the right solutions for clients Comfortable in your ability to think critically...Work at officeWork from homeHome officeFlexible hours- A leading healthcare solutions provider is seeking an Associate Clinical Specialist to provide customer support for Fujifilm's Endoscopy equipment. The role involves managing equipment, providing on-site training, and serving as a clinical liaison. The ideal candidate will...
- ...maintain positive working relationships with staff and leadership Additional responsibilities Assist with endpoint security and backup solutions under the direction of the Director of Information Technology Assist with security awareness and basic cybersecurity best...Part timeCasual workRemote workWork from home
$29.53k - $56.95k
...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 expand...Local areaFlexible hoursAfternoon shift- ...Financial Advisor Our client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client... ...sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist them...
$44.69k - $54.62k
...recommending and selling products and services. They use product knowledge in every interaction to identify needs and offer financial solutions that help customers secure financial well‑being while keeping banking easy. A Personal Banker receives extensive training on UMB...Local areaFlexible hoursAfternoon shift$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...uncover needs and provide guidance and solutions to assist in client's financial wellness... ...techniques with clients, including tele-consulting, outside calling, prospecting, and networking...Hourly payWork experience placementDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Advisor Solutions Consultant. Be the first to apply!



