Manager, Client Solutions Group

About the role

Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. Founded in 1982, the privately held firm 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 Manager, Client Solutions Group is responsible for oversight of the Client Solutions Group, along with direct client coverage responsibilities of key clients across multiple sales channels. This role oversees the completion of RFPs, DDQs, RFIs and other questionnaires, manages third‑party databases, and serves as the spokesperson for the function both internally and externally. The manager also leads a subset of client relationships through direct servicing.

Responsibilities

• Lead the client solutions group as a player‑coach in coordinating and executing daily workflow activities, assigning projects, and ensuring timely and quality completion of all deliverables.
• Manage and oversee a pipeline of quarterly/monthly recurring requests from clients.
• Coordinate with sales to assign client relationship coverage.
• Ensure all content is reviewed for accuracy, consistency, grammar, wording and style, and that it complies with firm policies and industry regulations.
• Work with Subject Matter Experts (SMEs), Marketing, Portfolio Team and Data Team to gather and maintain information pertaining to funds, strategies, and the firm.
• Collaborate with SMEs, Marketing, and the business development group to continuously improve standard verbiage, write new content as needed, and maintain consistency with firm messaging.
• Partner with the global distribution team to prioritize RFPs, questionnaires, and database updates.
• Track and report team activity; provide success statistics upon request.
• Maintain departmental procedures and policies.
• Maintain quality‑control processes for RFPs, questionnaires, and databases.
• Work with the compliance department to ensure adherence to appropriate disclosure and compliance requirements.
• Maintain third‑party databases and vendor relationships.
• Manage the business development team, providing continual feedback, training, and input to formal performance evaluations annually.
• Perform other job duties assigned as necessary.

Requirements

• At least 5 years of expertise in the financial services industry.
• FINRA Series 7, 63/65 or 66 required.
• Bachelor's degree required; finance degree preferred.
• Proven ability to write accurately, concisely, and persuasively.
• Strong client service skills.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• In‑depth knowledge of asset classes, investment products, vehicle and regulatory requirements.
• Strong analytical skills and attention to detail.
• Exceptional problem‑solving abilities.
• Outstanding interpersonal and relationship‑building skills.
• Excellent verbal and written communication skills.
• Ability to thrive in a deadline‑oriented atmosphere.
• Strong organizational and time‑management skills.

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

Location: Santa Fe, New Mexico – the state capital known for its museums, restaurants, theater, opera, adobe‑style architecture, and over 300 sunny days per year.