Senior Investment Consultant, Upper Midwest Region
Job reputed company:
• The Senior Investment Consultant (SIC) position for the Upper Midwest region has the primary responsibility of executing a reputed company sales reputed company 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 reputed company houses, independent/regional broker-dealer and RIA channels.
• Increase sales and enhance relationships with financial advisors reputed company this region.
• Work closely with the inside sales partner to reputed company and successfully execute a business plan to meet annual sales goal.
• This position will be supported by an Advisor Solutions Consultant.
Requirements:
• Proven reputed company record in wholesaling mutual fund products to the financial services industry, preferably reputed company 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 reputed company.
• reputed company work ethic and strong desire to succeed.
• Extensive travel will be required given the size of the reputed company.
• reputed company and reputed company 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 reputed company coverage.
• Employer 401(k) reputed company reputed company and profit-sharing contributions.
• Work/life programs such as flexible work arrangements, flexible reputed company time off, reputed company 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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