Private Wealth Consultant - Southeast Region
November 4
Description
• Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. • 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, and any other future Thornburg products to financial advisors and professional buyers.
Requirements
• Bachelor’s degree - required; MBA and/or professional designations - preferred. • FINRA Series 7 & 66 (or equivalent of) - required. • 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. • Significant experience building long-term relationships. • High degree of initiative results oriented, and entrepreneurial thinking. • Ability to frequently travel within territory.
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.
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