Market Consultant

Invesco; Phoenix (AZ); On-site; USD 65,000 - 70,000; 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 seeks a territory sales professional to drive asset management solutions with Financial Advisors. You will travel within the territory, present investment strategies, and develop a business plan aligned with the firm’s objectives.

The ideal candidate has 3+ years of asset management sales, a bachelor’s degree, and CFA/CIMA is a plus. Series 7 and 63 are required. Base salary ranges $65K-$70K with incentive pay; location in New York or Phoenix area may apply.

Qualifications

• 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 mutual funds, ETFs, SMAs and their competitive landscape.

Responsibilities

• Develop and implement a territory sales plan that leverages the firm’s resources.
• Grow existing client relationships and develop new profitable relationships to reach maximum wallet share.
• Identify and gain access to advisors who present opportunities for Invesco investment strategies.
• Travel within the territory to meet 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 data-driven approach to develop and carry out a strategic business plan.

Skills

Asset sales

Territory planning

Client relations

Education

Bachelor's degree

CFA/CIMA certification

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

• High level work ethic
• Entrepreneurial and growth mindset with a business owner mentality
• Excellent listening skills coupled with strong presentation and interpersonal skills
• Partnering with the Market Leader, Internal Market Consultant, and Division Sales Director to develop and implement a territory sales plan that aligns with the overarching firm plan and deploys/leverages the resources and specialists of Invesco at a high level
• Developing differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum wallet share
• Identifying and gaining access to advisors who present opportunities for Invesco investment strategies
• Travel within the territory to conduct meetings with clients, COIs, and lead client events
• Delivering product presentations to current and prospective Financial Advisors via face-to-face meetings, telephone, WebEx, seminars, and conferences
• Utilizing a consultative approach, delivering solutions before products to meet client needs and drive results
• A digital and data-driven mentality to develop and carry out a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience
• Executing a data-driven client segmentation strategy
• Performing portfolio construction and manager selection consultations to clients with varying technical expertise (includes practice level CIOs, CFAs, and analyst gatekeepers)

The experience you bring:

• 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

The salary range for this position in New York, NY is $65K - $70K Base/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.

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.