Internal Market Consultant

CFA Society Atlanta Inc.; Atlanta (GA); Hybrid; USD 60,000 - 90,000; 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

A leading global investment firm in Atlanta, GA is seeking an Internal Market Consultant to manage and enhance relationships with intermediary clients. This full-time role involves conducting consultative sales, engaging with clients, and promoting investment solutions. Ideal for candidates with 2-5 years of financial services experience and a consultative, client-first approach. The firm offers comprehensive benefits and a hybrid work model, valuing collaboration and inclusivity among employees.

Qualifications

• 2-5 years of consultative selling experience in financial services preferred.
• FINRA Series 7 and 63/65 or 66 required for role.
• A strong desire to learn about capital markets and investment solutions.

Responsibilities

• Manage long-standing trusted partnerships with intermediary clients.
• Conduct consultative calls and webinars with financial advisors.
• Document all client interactions into the CRM system.

Skills

Consultative selling

Client relationship management

Listening skills

Presentation skills

Interpersonal skills

Education

College degree or equivalent experience

Job description

, and how to manage your# **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.#**About the Department/ Team:**The Internal Sales Department engages with financial professionals to deliver a Total Client Experience in becoming an indispensable partner. To accomplish this, we leverage a differentiated consultative experience with our clients through Business Consulting, Portfolio Consulting, and Client Engagement. We Learn, Grow and Succeed together.**About the Role:**The Internal Market Consultant will be responsible for managing long-standing trusted partnerships with existing intermediary clients, facilitating proactive client engagements and reactive client account/relationship efforts, and developing new relationships with prospective clients that maximize our wallet share and enhance long-term holdings of Invesco products and services. Serving in a critical function on our Internal Sales Desk, this role will be the voice of Invesco to clients, which is an integral part of furthering the client journey and attaining both revenue and profitability goals.**Responsibilities of the Role:*** Collaborating within a "team of teams" to implement a strategic territory plan that proactively addresses the needs of a diverse client base. Developing and maintaining strong client relationships, increasing wallet share, delivering the Total Client Experience (Total CX) platform, and empowering financial professionals to connect with their clients, enhance their business, and optimize their portfolios.* Applying portfolio analytical tools to identify products and services to clients which optimize portfolios.* Leading consultative calls, webinars, and meetings with financial advisors and other licensed professionals to promote and position our products, communicate firm updates, build relationships, and provide ongoing client support.* Conducting daily activities and territory analysis using a firm ranking system and service model stratification to address the unique complexities and needs of each territory.* Creating personalized, targeted digital communications—including thought leadership, practice management, and capital market insights—to engage financial advisors and support business objectives.* Facilitating and coordinating the involvement of specialist teams in client engagements across our segmented client base, ensuring timely and relevant participation.* Leveraging data to identify and prioritize prospective clients, enabling targeted and proactive outreach.* Actively and accurately documenting all client interactions into the Customer Relationship Management (CRM) system to ensure the integrity of our data, as well as deepen expertise within the system.* Engaging in a comprehensive training curriculum that improves competencies in business administration, consultancy and development, leadership and influence, investment discipline communication, technical comprehension, and product and industry knowledge.* Traveling as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.**Requirements of the Role:*** 2-5 years of consultative selling experience in financial services preferred* College degree or equivalent experience required (MBA, CFA, CFP, and CIMA a plus)* FINRA Series 7 and 63/65 or 66 required for role (must acquire required licenses within firm-defined time period)* A current understanding (or strong desire to learn) of capital markets, mutual funds, ETFs, other investment solutions, and impact of economic factors* Strong work ethic, high integrity, and strong values* Motivated to achieve success and grow with the firm* Consultative, client-first approach, delivering solutions, not products, to meet needs and get results* Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills* A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities### #LI-AL1# **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.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**