Senior Investment Consultant, Upper Midwest Region

Remote Full-time
Job Description: • The Senior Investment Consultant (SIC) position for the Upper Midwest region has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. • The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. • 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. • This position will be supported by an Advisor Solutions Consultant. Requirements: • Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region. • Experience selling ETF's, separately managed accounts, private investments, and mutual funds. • 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 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. Apply tot his job
Apply Now →

Similar Jobs

Investment Banking – Experienced Analyst 2 or 3 (Tech Group)

Remote Full-time

Associate, Technology Investment Banking, San Francisco, CA

Remote Full-time

Assistant GC, Technology & Transactions

Remote Full-time

Analyst / Associate

Remote Full-time

REMOTE CONTRACT - Sr. Investment Data Analyst with Reference Data, Data Modeling, Data Mapping, SQL

Remote Full-time

Remote-Real Estate Investment Representative/Acquisitions Agent

Remote Full-time

Principal, CVS Health Ventures - Driving Innovation and Growth in Healthcare Technology Investments

Remote Full-time

HOF Capital is hiring: Writing Lead (VC, Tech, & Startups) in New York

Remote Full-time

iOS Developer || Grand Rapids MI (90% remote) || 6 Months Contract W2 Only

Remote Full-time

Sr iOS Developer- REMOTE

Remote Full-time

Experienced Remote eCommerce Product Listing Specialist – Unlock Your Earning Potential with a Dynamic Community of Entrepreneurs and Solopreneurs

Remote Full-time

Middle Market Sales Executive (Dallas, TX)

Remote Full-time

Principal Engineer - UI

Remote Full-time

**Experienced Part-Time Work From Home Data Entry Operator – Entry-Level Opportunity at arenaflex**

Remote Full-time

TheTravel | Managing Editor

Remote Full-time

Cybersecurity Vulnerability Analyst – Remote Opportunity with bolthires Technology and Workwarp ($28-$40/hour)

Remote Full-time

**Experienced Freelance Chat/Email Customer Support Agent – Online Dating Platform Support**

Remote Full-time

Sr. Enterprise ABM Marketing Manager

Remote Full-time

**Experienced Live Chat Agent – Remote Customer Support Representative (Entry-Level Opportunity)**

Remote Full-time

Quality Analyst II

Remote Full-time
← Back to Home