Job description
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. With $38.7 billion AUM and $1.2 billion AUA as of 31 December 2022, the firm offers mutual funds, closed-end funds, institutional accounts, separate accounts for high-net-worth investors and UCITS funds for non-U.S. investors.
Thornburg’s U.S. headquarters is in Santa Fe, New Mexico with offices in Hong Kong and Shanghai.
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.
Primary Job Function:
Thornburg Investment Management is searching for a Regional Director, Southeast in the Private Wealth & Institutional channel to drive the successful creation and growth of sales for our business development platform in the region. The Regional Director, Southeast will be responsible for identifying and developing relationships with professional buyers including institutional consultants (primarily Tier 1-3), RIA Aggregators, Bank Trust organizations (Top 50), Multi-family offices, Endowment & Foundations, and OCIO firms in the Southeast region.
Responsibilities:
- Implementing, promoting, and developing the Thornburg Investment Management brand in the Southeast.
- Managing and cultivating existing relationships with clients in the Southeast. Strengthening Thornburg’s relationships with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
- Identifying and cultivating prospects and/or clients.
- Initiating and following up on new business opportunities.
- Leading new prospect meetings and closing business with institutional investors and asset consultants.
- Developing and maintaining relationships with pension consultants in coordination with other members of the institutional sales team.
- Acting as a liaison to the Thornburg investment teams to ensure active, enthusiastic support of the business development process.
- Ensuring that product and sales materials are always updated and focused for the applicable presentation, conference, or opportunity.
- Working closely with Thornburg team members to further develop Thornburg’s sales opportunities in global markets.
Regional Responsibility:
- It is preferred that this position be based locally in the Southeast.
- The region starts in Virginia and extends as far West as Louisiana, however there is flexibility on prior relationship coverage.
Physical Requirements:
- Requires significant domestic travel.
Minimum Experience and Formal Requirements:
- Bachelor's degree. MBA and/or CFA - preferred.
- Series 7 & 63 - required.
- Minimum of 5 years of related sales experience.
- Must have excellent sales skills and broad investment knowledge.
- Demonstrated ability to close business.
- Solid organizational and time management skills with the ability to both prioritize and also handle multiple priorities at once.
- Strong presentation skills.
- Must have a track record of creating sales/relationship opportunities with clients, prospects and consultants in the Southeast.
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.
Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world.
Don’t meet every single requirement? Studies have shown that some people are less likely to apply to jobs unless they meet every single qualification. At Thornburg, we are dedicated to building a diverse and inclusive workplace and consider a broad array of candidates with a variety of skills, workplace experiences, and backgrounds. We are proud to be an equal opportunity employer. Thornburg believes that diversity and inclusivity are vital to positive long-term success for our strategies and the firm's broader business outcomes. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background.
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