Internal Market Consultant

1240 Invesco Distributors Inc.; Atlanta (GA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(k) matching

Health & wellbeing benefits

Job summary

1240 Invesco Distributors Inc. is looking for an Internal Market Consultant in Atlanta, Georgia. In this role, you will manage partnerships with intermediary clients, enhancing client relations and achieving profitability goals.

The ideal candidate will have 2–5 years of consultative selling experience in financial services and a strong understanding of capital markets. This position offers a hybrid work schedule and a comprehensive training program.

Qualifications

• 2–5 years of consultative selling experience in financial services.
• Strong understanding of capital markets and mutual funds.
• FINRA Series7 and 63/65 or 66 licensure required.

Responsibilities

• Manage partnerships with intermediary clients.
• Develop strong client relationships to enhance wallet share.
• Use portfolio analytical tools to optimize client portfolios.

Skills

Consultative selling experience

Client-first mindset

Excellent listening skills

Presentation skills

Education

College degree

MBA, CFA, CFP, or CIMA

Tools

CRM systems

Job description

About Invesco

Invesco is a leading global investment firm dedicated to rethinking possibilities for our clients. We offer a wide range of investment strategies and vehicles worldwide and provide a supportive, collaborative environment for talented professionals.

Benefits

• Flexible paid time off
• Hybrid work schedule
• 401(k) matching: 100% up to 6%
• Discretionary supplemental contribution
• Health & wellbeing benefits
• Parental leave benefits
• Employee stock purchase plan

Job Description / Role

As an Internal Market Consultant, you will manage long‑standing partnerships with incumbent intermediary clients, facilitate proactive and reactive engagements, and develop new relationships. Your role on the Internal Sales Desk will serve as the voice of Invesco to clients, advancing the client journey and achieving revenue and profitability goals.

Responsibilities

• Collaborate with cross‑functional teams to deploy strategic territory plans that address client needs.
• Develop and maintain strong client relationships, increasing wallet share and delivering the Total Client Experience platform.
• Use portfolio analytical tools to recommend products and services that optimize client portfolios.
• Lead consultative calls, webinars, and meetings with financial advisors and other licensed professionals.
• Conduct daily territory analysis using firm ranking systems and service model stratification.
• Create personalized, targeted digital communications—including thought leadership, practice management, and capital market insights.
• Facilitate specialist team involvement in client engagements and ensure timely participation.
• Leverage data to identify and prioritize prospective clients for targeted outreach.
• Document all client interactions accurately in the CRM system.
• Participate in a comprehensive training curriculum covering business administration, consultancy, leadership, investment discipline, communication, and product knowledge.
• Travel within the territory as needed for client meetings, events, and industry conferences.

Qualifications

• 2–5 years of consultative selling experience in financial services.
• College degree or equivalent experience (MBA, CFA, CFP, or CIMA a plus).
• FINRA Series7 and 63/65 or 66 licensure required (must acquire licenses within a firm‑defined period).
• Strong understanding or willingness to learn capital markets, mutual funds, ETFs, and related investment solutions.
• High integrity, strong work ethic, and strong values.
• Client‑first consultative mindset and the ability to deliver solutions, not products.
• Excellent listening, presentation, and interpersonal skills.
• Growth mindset with a business‑owner mentality, and a desire for continual improvement.

Equal Opportunity Employer

Invesco is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, 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.