Robert Thurling
Cohasset,MA
Summary
Results oriented financial services sales professional, with 26 years of experience. Sales experience in all distribution channels. Products sold include: Exchange Traded Funds, open and closed end mutual funds, separate accounts, variable annuities and retirement plans. Natural leader with proven ability to market financial products utilizing excellent relationship management and interpersonal skills. Extensive investment knowledge, outstanding presentation, communication, analysis and reporting skills. Success and recognition at all firms represented.
Overview
26
26
years of professional experience
Work History
Senior Managing Regional Director
Natixis Investment Managers
04.2014 - Current
- Member of the Senior ACTM
- Championed organizational culture change initiatives that fostered collaboration, innovation, and continuous improvement across all levels of the organization.
- Raised over $600 million last 10 years at the firm
- Responsible for sales throughout Independent, Wire and RIA Channels in Souther New England
- Leverage limited time and resources, expense budget, activities and resources throughout the territory
- Served as a mentor to emerging leaders, sharing knowledge and expertise while fostering an environment of continuous learning and growth.
- Asked to provide leadership and guidance for younger channel
- Lead efforts in technology enhancements and other efficiencies of business practices
Financial Advisor Consultant
American Century Investments
12.2010 - 04.2014
- Rising Star Award 2011
- Nominated back-to-back years for the Sales Advisory Council
- Repeat target 100 winner in the Southeast Division
- Manage Travel, Expense and Premium budgeting effectively
- Mentoring program for other AC wholesalers
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Divisional Vice President
Transamerica Capital Management
05.2008 - 11.2009
- Managed a team of 16 wholesalers across the nation calling on the Financial Institutions Channel
- Asked to pioneer start up Channel
- Responsible for creation of sales goals and budgets for team
- Sales of 157% of goal and over $500,000,000 in FIC Channel
- Achieved Top of the Pyramid Club as Divisional 2008 and 2009
- Provided guidance and leadership for team in order to achieve team goals
- Developed high-performing teams to ensure successful execution of key projects and initiatives for increased profitability.
Vice President, Regional Sales Director
Wisdom Tree Asset Management
02.2007 - 05.2008
- Company Overview: Exchange Traded Funds
- Create and execute comprehensive sales and marketing strategy to national and regional broker dealer channel within TX, LA, AK, OK, NM, CO
- Identify opportunities, communicate companyʼs philosophy, process and implementation ideas, document in CRM
- Build new and maintain existing relationships with financial advisors through group and one-on-one meetings, in order to establish long-term business commitments
- Coordinate regional marketing efforts with colleagues at priority firms, Merrill Lynch and Smith Barney
- Leverage limited time and resources expense budget, maintain all activities in a contact management database, schedule appointments and coordinate road shows with Professor Jeremy Siegel
- Lead team of 8 wholesalers to raise assets under management from $1.3 billion to $5.0 billion in first year with firm
- Exchange Traded Funds
Vice President, Regional Sales Director
Evergreen Investments
02.2004 - 02.2007
Vice President, Regional Sales Director
Liberty Funds Distributor, Inc (LFD)
02.1999 - 02.2004
Education
Bachelor of Science Degree - Marketing
Southern New Hampshire University
Manchester, NH01.1998
Skills
- NASD Series 6 License
- NASD Series 7 License
- NASD Series 63 License
- Sales Leadership
- Professional Soccer
- Sales Advisory
- Executive Council
Timeline
Senior Managing Regional Director
Natixis Investment Managers
04.2014 - Current
Financial Advisor Consultant
American Century Investments
12.2010 - 04.2014
Divisional Vice President
Transamerica Capital Management
05.2008 - 11.2009
Vice President, Regional Sales Director
Wisdom Tree Asset Management
02.2007 - 05.2008
Vice President, Regional Sales Director
Evergreen Investments
02.2004 - 02.2007
Vice President, Regional Sales Director
Liberty Funds Distributor, Inc (LFD)
02.1999 - 02.2004
Bachelor of Science Degree - Marketing
Southern New Hampshire University
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