ETF Growth Strategist & Client Advisory Lead

Invesco; San Francisco (CA); Hybrid; USD 160,000 - 175,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team. This role is pivotal in driving distribution across retail channels and demands a consultative, client-centric approach. Ideal candidates should possess ETF expertise and strong capital markets knowledge.

Responsibilities include partnering with consultants to grow market share, delivering tailored client education, and presenting effectively in various settings. A Bachelor's degree and relevant licenses are required, along with a minimum of 5 years in investment experience.

Qualifications

• 5+ years of investment experience, with deep expertise in ETFs.
• Proven track record working with financial advisors and managing a territory.
• Strong strategic thinker with the ability to build and maintain meaningful client relationships.

Responsibilities

• Partner with Consultants to drive ETF market share growth.
• Act as the primary ETF specialist supporting Consultants in the field.
• Deliver tailored education to clients on investment strategies.
• Lead engaging presentations that differentiate Invesco’s ETF platform.
• Serve as a trusted resource for client inquiries on ETF product features.

Skills

ETF expertise

Capital markets knowledge

Portfolio analytics

Investment research

Client relationship management

Excellent communication

Education

Bachelor’s degree in business, finance, or related field

Tools

Series 7 license

Series 63 license

CIMA or CFA (preferred)

Job description

Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team. This role is pivotal in driving distribution across retail channels and demands a consultative, client-centric approach. Ideal candidates should possess ETF expertise and strong capital markets knowledge.

Responsibilities include partnering with consultants to grow market share, delivering tailored client education, and presenting effectively in various settings. A Bachelor's degree and relevant licenses are required, along with a minimum of 5 years in investment experience.