Manager, Advisor Solutions Consultant Team

Ignites - Job Blast : Manager, Advisor Solutions Consultant Team

Manager, Advisor Solutions Consultant Team

Thornburg Investment ManagementSanta Fe, NMNov. 21, 2023FORWARD

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Job Description

Duties and ResponsibilitiesWork closely with global distribution leadership team and marketing leadership to align the Advisor Solutions Team with overall firm objectives.

Drive sales growth by leading and motivating the team to achieve specific goals.Facilitate ongoing training and education to develop capital markets acumen and sales skills.

Drive data and tech integration and utilization across the Advisor Solutions team; own CRM adoption and digitization of distribution initiatives across the team.

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.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.

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.

Work in partnership with the designated teams to develop, maintain and grow advisor relationships within focus firms and advisor segments related to assigned territories.

RequirementsBachelor’s Degree or equivalent -

required .Series 7, and 66 (or equivalent) required, Series 24 required within 6 months of hire.5+ years of experience in Financial Services Sales or related field.

3+ years supervisory experience.Strong coaching skills and willingness to provide constructive feedback.Proven results and demonstrated sustainable success in a competitive sales environment.

Ability to work at a computer for extended periods of time.How To Apply

Interested? Please apply here : A Job

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