Market Consultant: Financial Advisor Partnerships

Invesco Ltd.

Miami (FL)

Hybrid

USD 65,000 - 70,000

Full time

14 days+
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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 Ltd. in Miami, FL, seeks a Market Consultant to partner with the Market Leader and Internal Market Consultant to grow relationships with intermediary clients and increase long-term holdings of Invesco products.

You will serve as the face of Invesco to clients and drive the Total CX through consultative partnerships. The role requires 3+ years of asset management sales, a Bachelor's degree, and securities licensing (Series 7 and 63).

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 be substituted for the 66).

Responsibilities

  • Build trusted partnerships with intermediary clients to increase long-term holdings.
  • Deliver product presentations to current and prospective Financial Advisors.
  • Develop and implement a territory sales plan aligned with firm strategy.
  • Travel within the Greater Miami area 10–20%.

Skills

Asset management sales
Presentation skills
Interpersonal skills
Business development

Education

Bachelor's degree

Job description

Invesco Ltd. in Miami, FL, seeks a Market Consultant to partner with the Market Leader and Internal Market Consultant to grow relationships with intermediary clients and increase long-term holdings of Invesco products.

You will serve as the face of Invesco to clients and drive the Total CX through consultative partnerships. The role requires 3+ years of asset management sales, a Bachelor's degree, and securities licensing (Series 7 and 63).

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