Homeoffice Thornburg Investment Management - Director, Strategic Relationships at Thornburg Investment Management

Thornburg Investment Management’s Strategic Relationships team focuses on home office relationships at Thornburg’s largest distributing partner firms. The role of director within the team is focused on driving product placement and sales through effective relationship management and internal cross departmental coordination. The Strategic Relationships director is responsible for managing the partner firm home office relationships with a focus on asset retention, increased flows, expanded product offerings, value-add programs, marketing campaigns, conference/event management and client satisfaction.

Duties and Responsibilities

• Cultivates partnerships with key decision makers at assigned firms to meet their product, sales, marketing, and training/education needs. 
• Develops, manages, and ensures execution of strategic and tactical plans by leveraging broader distribution, operational and investment teams. 
• Explores and executes strategic opportunities for product placement, sales, and marketing execution.
• Drives national accounts initiatives through day-to-day relationship management across product, research, operations, marketing, and sales teams at partner firms. Resolves complex problems through collaboration and communication across internal and external teams. 
• Drives platform and home office model placement in collaboration with other members of the Strategic Relationships team. 
• Develops knowledge of partner firm platforms, sales trend, execution, and placement opportunities across channels. 
• Initiates and works collaboratively to develop firm specific marketing campaigns to achieve client retention and acquisition goals as needed. 
• Provides direction for value-add programs, content, and application in partnership with the Director of Advisor Education and broader marketing team. Works with external speakers to create tailored content directed to financial planner audiences. 
• Supports sales team goals through effective communication of partner firm initiatives, trends, and available resources. 
• Represents Thornburg at select national, regional and partner firm conferences and events. 
• Leads internal coordination functions, working closely with Marketing, Sales, Operations, Finance and Portfolio Management. 
• Provides direction and oversight of partner firm training and education programs, event plans and data package subscriptions as applicable. Work internally to maximize use of data across sales, marketing, and strategic relationships functions. 
• Manages firm related agreements and amendments related to operational/dealer, education and marketing, data, and financial support. 
• Prepare and present briefings for the assigned partner firm’s senior management. 
• 25-50% travel required.
• Perform other job duties assigned as necessary 

• Bachelor's degree required.
• FINRA Series 7 and 66 required.
• Minimum 5-7 years investment industry experience, with distribution of investment products, preferably in a home office or manager research capacity. 
• Experience in sales, business development and/or client relationships required. 
• Proven ability to develop and cultivate new relationships with home offices. 
• Existing relationships with home offices preferred. 
• Strong knowledge of mutual funds and separate account investment products/vehicles. 
• Ability to work independently and as part of a team. 
• Ability to research and understand complex distribution partners.
• Excellent relationship management and communication skills with the ability to interface across all levels of assigned relationships. 
• Sales mindset-relishes the hunt and embraces the challenge on prospecting firms.
• Professionally Persistent.
• Inquisitive mindset asks probing questions and seeks additional information to identify needs and offer new customized solutions. 

Job 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 plan, education reimbursement program. 
• Community involvement opportunities.
• Onsite cafeteria.
• Onsite fitness center.
• Referral program. 

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All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.