Advisor Solutions Consultant
Thornburg 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.