Note: The job is a remote job and is open to candidates in USA. Invesco is an independent global investment firm providing investment management strategies and vehicles to clients worldwide. The Market Consultant partners with sales leaders to develop territory plans, grow client relationships, identify advisor opportunities, present investment products and solutions, and provide portfolio construction and manager selection consultations.
Responsibilities
- High level work ethic
- Entrepreneurial and growth mindset with a business owner mentality
- Excellent listening skills coupled with strong presentation and interpersonal skills
- Partnering with the Market Leader, Internal Market Consultant, and Division Sales Director to develop and implement a territory sales plan that aligns with the overarching firm plan and deploys/leverages the resources and specialists of Invesco at a high level
- Developing differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum wallet share
- Identifying and gaining access to advisors who present opportunities for Invesco investment strategies
- Travel within the territory to conduct meetings with clients, COIs, and lead client events
- Delivering product presentations to current and prospective Financial Advisors via face-to-face meetings, telephone, WebEx, seminars, and conferences
- Utilizing a consultative approach, delivering solutions before products to meet client needs and drive results
- A digital and data-driven mentality to develop and carry out a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience
- Executing a data-driven client segmentation strategy
- Performing portfolio construction and manager selection consultations to clients with varying technical expertise (includes practice level CIOs, CFAs, and analyst gatekeepers)
Skills
- High level work ethic
- Entrepreneurial and growth mindset with a business owner mentality
- Excellent listening skills coupled with strong presentation and interpersonal skills
- + 3+ years of asset management sales experience
- Series 7 and 63 required (63/65 can be substituted for the 66)
- Technical investment expertise including superior knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors
- Undergraduate, college degree or equivalent preferred
- CFA, CIMA or similar certification a plus
Benefits
- Flexible paid time off
- Hybrid work schedule
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
Company Overview
Company H1B Sponsorship