Market Leader RIA

Invesco; Phoenix (AZ); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Flexible PTO

Hybrid work schedule

401(K) matching

Health benefits

Parental Leave

Employee stock purchase plan

Job summary

Invesco is seeking a Market Leader to build long-standing relationships with intermediary clients, improving holdings in Invesco products and services. You will be the face of Invesco, using a consultative, client-first approach to identify needs and deliver results.

You will develop differentiated relationships with high-end RIAs, present to advisors, and implement a data-driven segmentation and territory plan. A strong sales background in investment products is essential.

Qualifications

• Series 7 and 63 required.
• CFA, CIMA or similar certification a plus.
• Undergraduate, college degree or equivalent work experience required.
• Five or more years of sales experience in marketing investment products to financial advisors.
• Technical investment expertise including mutual funds, ETFs, SMAs and their competitive landscape.

Responsibilities

• Develop differentiated client relationships with high end RIAs across AZ, NM, CO, UT, IA, NE, WY, MT, OR, WA, AK to maximize wallet share.
• Act as a consultant, identifying client needs and delivering insights and education.
• Develop and execute a data-driven client segmentation strategy.
• Deliver product presentations to Financial Advisors via phone, WebEx, and in-person events.
• Coordinate a territory travel plan to cover non-metropolitan firms.
• Partner with the Division Sales Manager to create and implement a territory sales plan.

Skills

Series 7

Series 63

CFA/CIMA

Bachelor's degree

Sales experience

Mutual funds ETFs SMAs knowledge

Data-driven mindset

Education

Undergraduate degree or equivalent

Tools

CRM

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

As a Market Leader, you will build long-standing, positive relationships with intermediary clients that improve long-term holdings of Invesco products and services. Serving as the face of Invesco, you will be an integral part of fostering the client journey with a consultative, client first approach, to identify needs and get results.

You will be responsible for:

• Developing differentiated client relationships with high end RIAs in AZ, NM, CO, UT, IA, NE, WY, MT, OR, WA, AK . These relationships include both existing and new ones that maximize Invesco wallet share through sales growth, asset retention, and growing the Invesco brand within the territory
• Approach all interactions as a consultant, starting with client needs and optimally using internal resources needed to meet those needs, including 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 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 which is aligned with the overarching division plan

The experience you bring:

• Series 7 and 63 required
• CFA, CIMA or similar certification a plus
• Undergraduate, college degree or equivalent work experience required
• Five or more years of sales experience in marketing investment products to financial advisors
• Technical investment expertise including outstanding knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors
• Excellent listening skills with 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 lead to an enhanced client experience
• A growth mindset with a business-owner mentality

The salary range for this position in New York, NY is $110,000 - $120,000 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.