Associate Etf Specialist

Invesco; Illinois; Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid work schedule

Flexible paid time off

401(K) matching up to 6% with company

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco seeks an Associate ETF Specialist to join the US WMI team. You will drive market penetration of ETF products through retail distribution channels and partner with ETF Specialists to support field activities and client meetings.

The role requires a growth mindset, knowledge of ETFs and capital markets, and the ability to present complex strategies to clients. A 4-year degree in business/finance is expected, with Series 7/63 preferred.

Qualifications

• Excellent presentation and verbal/written communication skills.
• Team player with excellent interpersonal skills.
• Growth mindset with a business-owner mentality.
• Self-motivated, driven and entrepreneurial professional.
• A passion for capital markets, asset management and ETFs.

Responsibilities

• Dedicated support to field driven ETF Specialist team focused on daily territory management tasks to ensure maximum efficiency. This includes appropriate preparation in advance of client meetings as well as responding to client requests related to fund features, performance and/or detailed product analysis
• Territory coverage based on geography and client channel with virtual client support, when needed
• Serve as backup when ETF Specialists unavailable
• Respond to inbound calls from Internal Sales Desk as well as partner with the desk to leverage and expand client reach and coverage
• Liaise with Marketing, Insights & Analytics to ensure alignment of efforts and commercialization execution as well as fluency in navigating client ETF data to uncover insights
• Educate internal and external partners on investment strategies, product positioning and portfolio implementation strategies across the entire Invesco ETF range
• Conduct compelling group and individual presentations designed to articulate and differentiate Invesco's ETF Platform

Skills

Excellent presentation

Verbal/written communication

Team player

Growth mindset

Entrepreneurial

Capital markets knowledge

ETFs knowledge

Education

Undergraduate degree in business/finance

Job description

About Invesco

As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What's in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

• 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

Job Description

About the department:

Invesco is seeking an Associate ETF Specialist to join the US WMI team. As a global asset manager, Invesco has built a robust ETF product range that includes over 240 US-listed ETFs totaling more than $769 billion in assets under management. Invesco's ETF platform is known for its highly innovative approach to ETF investing and has roots across equity, fixed income and commodities as well as various investment styles from passive to alternatively weighted strategies (e.g. fundamental, factor, equal weight).

Your Role:

The Associate ETF Specialist will partner with ETF Specialists to drive market penetration of Invesco's ETF products and services through the retail distribution channels. These channels include Broker-Dealer (independent and wirehouse), RIA, and Private Client Groups. The successful candidate will have growth-mindset as well as a strong understanding of ETFs, capital markets, portfolio analytics, and investment research, along with a consultative and client-centric business development approach.

Responsibilities of the role:

• Dedicated support to field driven ETF Specialist team focused on daily territory management tasks to ensure maximum efficiency. This includes appropriate preparation in advance of client meetings as well as responding to client requests related to fund features, performance and/or detailed product analysis


• Territory coverage based on geography and client channel with virtual client support, when needed


• Serve as backup when ETF Specialists unavailable


• Respond to inbound calls from Internal Sales Desk as well as partner with the desk to leverage and expand client reach and coverage


• Liaise with Marketing, Insights & Analytics to ensure alignment of efforts and commercialization execution as well as fluency in navigating client ETF data to uncover insights


• Educate internal and external partners on investment strategies, product positioning and portfolio implementation strategies across the entire Invesco ETF range


• Conduct compelling group and individual presentations designed to articulate and differentiate Invesco's ETF Platform

Requirements of the Role:

• Undergraduate in business, finance or related discipline require; series 7 & 63 preferred; must obtain within 3 months of hire


• 1-4 years of sales or financial services experience and knowledge of and prior experience with ETFs highly preferred


• A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continually improve capabilities


• Excellent presentation and verbal/written communication skills


• Team player with excellent interpersonal skills


• Ability to maintain an open minded, flexible and collaborative approach


• Self-motivated, driven and entrepreneurial professional


• A passion for capital markets, asset management and ETFs

The salary range for this position is $80,000 - $100,000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.