Market Leader: Investment Advisor Relations

Invesco; Seattle (WA); 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

Invesco is looking for a Market Leader in Seattle, Washington, to build strong relationships with intermediary clients. This role involves developing strategies that enhance long-term client retention and delivering insightful presentations to financial advisors.

The ideal candidate will have at least five years of relevant sales experience, be adept at investment products, and possess Series 7 and 63 licenses. Invesco offers a competitive salary range and a hybrid work schedule.

Qualifications

• Five or more years of sales experience in marketing investment products to financial advisors.
• Series 7 and 63 required, CFA or similar certification a plus.
• Excellent listening and presentation skills.

Responsibilities

• Build long-standing, positive relationships with intermediary clients.
• Develop a data-driven client segmentation strategy.
• Deliver product presentations to Financial Advisors.

Skills

Sales experience

Investment product expertise

Relationship building

Presentation skills

Education

Undergraduate degree or equivalent work experience

Job description

Invesco is looking for a Market Leader in Seattle, Washington, to build strong relationships with intermediary clients. This role involves developing strategies that enhance long-term client retention and delivering insightful presentations to financial advisors.

The ideal candidate will have at least five years of relevant sales experience, be adept at investment products, and possess Series 7 and 63 licenses. Invesco offers a competitive salary range and a hybrid work schedule.