Market Consultant

Jobtailor

Arizona

On-site

USD 90,000 - 130,000

Full time

10 days ago

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Job summary

Invesco seeks a seasoned asset management sales professional to lead territory growth, build and deepen client relationships, and present investment solutions to Financial Advisors across face-to-face and virtual formats. You will travel within the territory to conduct meetings, host client events, and apply a data-driven selling approach to meet targets.

The role requires 3+ years in asset management sales, a Bachelor’s degree or equivalent, and licenses (Series 7 & 63). CFA/CIMA are a plus.

Qualifications

3+ years of asset management sales experience.
Undergraduate degree or equivalent preferred.
CFA, CIMA or similar certification a plus.
Series 7 and 63 required (63/65 can substitute for the 66).
Deep knowledge of mutual funds, ETFs, SMAs, and capital markets.

Responsibilities

Partner with Market Leader and Director to implement a territory sales plan.
Deploy Invesco resources and specialists to clients.
Develop and grow client relationships, including new profitable ones.
Identify access to advisors and present investment opportunities.
Travel within territory for meetings and client events.
Deliver product presentations to Financial Advisors via in-person and virtual formats.
Use consultative selling to meet client needs and drive results.
Develop a digital, data-driven strategic business plan and leverage technology.

Skills

Asset Management Sales Experience

Client Relationship Development

CFA Certification

Series 7 / 63 Licenses

Capital Markets Understanding

Education

Bachelor’s degree or equivalent

CFA/CIMA certification a plus

Tools

WebEx

Client Event Management Tools

Job description

Partner with the Market Leader, Internal Market Consultant, and Division Sales Director to develop and implement a territory sales plan aligned with the overarching firm plan
Deploy and leverage Invesco resources and specialists
Develop differentiated client relationships, grow existing relationships, and develop new profitable relationships
Identify and gain access to advisors presenting opportunities for Invesco investment strategies
Travel within the territory to conduct meetings with clients, COIs, and lead client events
Deliver product presentations to current and prospective Financial Advisors via face-to-face meetings, telephone, WebEx, seminars, and conferences
Use a consultative approach to deliver solutions before products, meet client needs, and drive results
Develop and execute a digital and data-driven strategic business plan
Adopt technologies that improve efficiency and enhance the client experience
Execute a data-driven client segmentation strategy
Perform portfolio construction and manager selection consultations for clients with varying technical expertise

Requirements

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
Undergraduate, college degree or equivalent preferred
CFA, CIMA or similar certification a plus
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

Core Competencies

Demonstrates expertise in asset management sales, with a strong focus on client relationship development and consultative selling. Proficient in executing data-driven strategies and leveraging technology to enhance client experiences and drive business growth.

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