Senior Investment Consultant (TX/LA Region)

Thornburg Investment Management is a privately owned global investment firm offering a range of solutions for investors around the world. Founded in 1982 and headquartered in Santa Fe, NM, we manage U.S. mutual funds, separate accounts for high-net-worth investors and institutional accounts, and UCITS funds for non-U.S. investors.

At Thornburg, it’s more than what we do; it’s how we do it. A flexible perspective built on collaboration and cross-pollination of ideas, an unconventional approach to portfolio construction, and a reputation of integrity are important aspects of how we do business. Far from the groupthink of Wall Street, Thornburg is positioned to offer a different point of view and a broader frame of reference in our global search for relative value opportunities.

Primary Job Function: 

The Senior Investment Consultant (SIC) position for the TX/LA territory has the primary responsibility for executing a focused sales strategy in the state. The SIC will be responsible for selling Thornburg’s mutual funds and SMA products to financial advisors working all distribution channels, except retirement plans. Primary focus will be in the wire houses, independent / regional broker-dealer and RIA channels. 

Responsibilities:

• Increase sales and enhance relationships with financial advisors within this region. Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal.

Regional Responsibility:

• The position will require the appropriate individual to be based within the TX/LA Region. Houston,TX based - preferred

Requirements: 

• Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region.
• Strong relationships with the advisors and targeted firms in this region would be highly desirable.
• Highest ethical standards and integrity.
• Tremendous work ethic and strong desire to succeed.
• Extensive travel will be required given the size of the regions.
• Professional and academic requirements include:
  • NASD licenses Series 7, 63 and 65
  • A Bachelor’s degree is required
  • CIMA and or CFP designation preferred.

Internal Sales Support:

The positions will be supported by an Advisor Solutions Consultant. The inside sales desk is located in Santa Fe, NM.

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.

*The COVID vaccine is mandatory for all Thornburg employees unless granted an accommodation under applicable state or federal law. This requirement will apply to those working on-site, those teleworking, and all new hires.

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.

Thornburg believes that diversity and inclusivity are vital to positive long-term success for our strategies and the firm's broader business outcomes.  We are proud to be an equal opportunity employer.  All qualified applications receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, disability, age, or veteran status.  The firm provides annual progress reports to the investment management team, shareholders, and executive management to highlight multiple diversity and inclusivity metrics and continually work to bring awareness to the importance of this issue.