Market Leader

1240 Invesco Distributors Inc.; United States; Hybrid; USD 70,000 - 75,000; 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

1240 Invesco Distributors Inc. is looking for a Market Leader who will build strong relationships with clients in Washington and Alaska. The ideal candidate should possess strong sales and presentation skills, with a minimum of five years of experience in marketing investment products.

The role includes the development of new client relationships, collaborative planning with sales management, and leveraging a data-driven approach to achieve business objectives. The position supports a hybrid work environment and offers a competitive salary and benefits.

Qualifications

• Series 7 and 63 required.
• Five or more years of sales experience marketing investment products.
• CFA, CIMA, or similar certification is a plus.

Responsibilities

• Develop client relationships and grow them for maximum wallet share.
• Consult with clients, delivering insight-based education and portfolio consultations.
• Create and implement a territory sales plan.

Skills

Relationship building

Sales skills

Technical investment expertise

Presentation skills

Data-driven mentality

Client-first approach

Education

Undergraduate or college degree or equivalent work experience

Job description

About the role

As a Market Leader, you will build long‑standing, positive relationships with intermediary clients, improving long‑term holdings of Invesco products and services. You will serve as the face of Invesco and foster the client journey with a consultative, client‑first approach, identifying needs and delivering results. Territory coverage is Washington and Alaska.

Responsibilities

• Develop differentiated client relationships, including growing existing relationships and developing new profitable relationships to reach maximum wallet share.
• Approach all interactions as a consultant, starting with client needs and optimally using internal resources to meet those needs, delivering insight‑based education, mentoring, and portfolio construction consultations.
• Develop and complete a data‑driven client segmentation strategy.
• Deliver product presentations to current and prospective Financial Advisors via telephone, WebEx, office visits, cluster meetings, seminars, and conferences.
• Build and implement a strategic travel rotation to cover smaller boutique firms across the country and clients in non‑metropolitan areas.
• Partner with the Division Sales Manager to create and implement a territory sales plan aligned with the overarching division plan.

Requirements

• Series7 and63 required.
• CFA, CIMA, or similar certification a plus.
• Undergraduate or college degree or equivalent work experience.
• Five or more years of sales experience marketing investment products to financial advisors.
• Technical investment expertise with outstanding knowledge of mutual funds, ETFs, SMAs, the competitive landscape, and an in‑depth understanding of capital markets and economic factors.
• Excellent listening skills and a natural inclination to focus on meeting needs, coupled with strong presentation and interpersonal skills.
• A digital and data‑driven mentality to develop and carry out a strategic business plan, including the adoption of technologies that improve efficiency and enhance client experience.
• A growth mindset with a business‑owner mentality.

Benefits

• 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

Compensation

The salary range for this position is $70,000–$75,000 per year. Total compensation includes salary and incentive pay and varies based on skill, experience and location.

Workplace Model

Employees are expected to comply with Invesco’s workplace policy, including spending at least four full days each week working in an Invesco office.

Equal Opportunity Employment

Invesco is 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.