Senior Investment Consultant, Upper Midwest Region

Remote, USA 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, USA Full-time

Associate, Technology Investment Banking, San Francisco, CA

Remote, USA Full-time

Assistant GC, Technology & Transactions

Remote, USA Full-time

Analyst / Associate

Remote, USA Full-time

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

Remote, USA Full-time

Remote-Real Estate Investment Representative/Acquisitions Agent

Remote, USA Full-time

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

Remote, USA Full-time

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

Remote, USA Full-time

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

Remote, USA Full-time

Sr iOS Developer- REMOTE

Remote, USA Full-time

**Experienced Part-time Customer Service Representative – Remote Opportunity with arenaflex**

Remote, USA Full-time

Remote Sales & Member Onboarding Specialist

Remote, USA Full-time

[Remote] Compliance Officer | $100/hr Remote

Remote, USA Full-time

EMT - Emergency Medical Technicians Tutor

Remote, USA Full-time

Experienced Digital Communication Specialist – Home-Based Live Chat Support and Customer Service Expert

Remote, USA Full-time

Sr. Solutions Architect, Cloud

Remote, USA Full-time

Experienced Full Stack Systems Engineer - Windows OS Focus with Automation Development for Jenkins Pipeline and Ansible Playbooks

Remote, USA Full-time

Experienced Remote Data Entry Assistant for Medical Records Management and Administrative Support

Remote, USA Full-time

VP, Financial Crimes Wealth Management Policy Adherence & Engagement Lead

Remote, USA Full-time

Software Engineer, Embedded Hardware

Remote, USA Full-time
Back to Home