Market Consultant

Invesco EMEA; United States; On-site; USD 65,000 - 70,000; Full time

Job summary

Invesco is seeking a dynamic Asset Management Sales professional to build and expand client relationships with financial advisors across the territory. You will drive a data-driven sales plan, deliver compelling product presentations, and travel regularly to meet clients and COIs.

Required are 3+ years in asset management sales, an undergraduate degree, and securities licenses (Series 7/63). CFA/CIMA is a plus; full-time role in New York with hybrid/office work as per policy.

Qualifications

• 3+ years of asset management sales experience.
• Strong ability to develop and grow client relationships with advisors.
• Excellent listening and presentation skills, with interpersonal ability.

Responsibilities

• Develop and implement a territory sales plan aligned with firm strategy.
• Grow existing client relationships and acquire new profitable ones to maximize wallet share.
• Travel within the territory to meet clients, COIs, and lead client events.
• Deliver product presentations to current and prospective Financial Advisors via in-person, phone, WebEx, or seminars.
• Use a consultative approach to offer solutions before products to meet client needs.

Skills

Asset management sales

Client relationships

Presentation skills

Data-driven mindset

Travel willingness

Education

Undergraduate degree or equivalent

CFA or CIMA certification a plus

Tools

Series 7

Series 63

Job description

About InvescoAs 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 offHybrid work schedule401(K) matching of 100% up to the first 6% with a discretionary supplemental contributionHealth & wellbeing benefitsParental Leave benefitsEmployee stock purchase planJob DescriptionHigh level work ethicEntrepreneurial and growth mindset with a business owner mentalityExcellent listening skills coupled with strong presentation and interpersonal skillsPartnering 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 levelDeveloping differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum wallet shareIdentifying and gaining access to advisors who present opportunities for Invesco investment strategiesTravel within the territory to conduct meetings with clients, COIs, and lead client eventsDelivering product presentations to current and prospective Financial Advisors via face-to-face meetings, telephone, WebEx, seminars, and conferencesUtilizing a consultative approach, delivering solutions before products to meet client needs and drive resultsA 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 experienceExecuting a data-driven client segmentation strategyPerforming 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 experienceUndergraduate, college degree or equivalent preferredCFA, CIMA or similar certification a plusSeries 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 factorsThe 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 locationFull Time / Part TimeFull timeWorker TypeEmployeeJob Exempt (Yes / No)YesWorkplace ModelPursuant 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.