Market Leader RIA

Invesco; Cincinnati (OH); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 100% up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco seeks a Professional Buyer Market Leader to build long-standing partnerships with large RIAs and Multi-Family Offices across MI, OH, PA, KY, and NY. You will be the face of Invesco, advancing Total CX by acting as a trusted advisor and investment partner, driving long-term growth and client education.

You will lead a cross-functional team, identify access to opportunities, and implement a data-driven segmentation strategy to maximize wallet share while delivering superior client outcomes.

Qualifications

• 7+ years of asset management sales experience
• Undergraduate degree required, advanced degree a plus
• Series 7 and 63 required; may need to obtain 65 and/or 66 in future
• CFA, CIMA, CAIA, CFP and other designations a plus
• Self-driven with a team mentality
• Consultative, client-first approach delivering solutions, not products
• Knowledge of mutual funds, ETFs, SMAs, private markets and capital markets

Responsibilities

• Develop differentiated client relationships with high end RIAs in MI, OH, PA, KY, and Western Update NY.
• Travel within territory to conduct meetings with clients and lead client events
• Engage with clients as a consultant, uncovering needs and delivering education and portfolio construction consultations
• Lead and deploy a team including internal partners and specialists to support territory success
• Present to clients and prospects with varying technical expertise (CIOs, CFAs, analysts)
• Execute data-driven client segmentation and resource allocation strategies

Skills

Client relationship management

Sales leadership

Consultative selling

Strategic planning

Education

Bachelor's degree

Advanced degree a plus

Series 7 and 63

CFA, CIMA, CAIA, CFP

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.

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

The Professional Buyer Market Leader will build long-standing trusted partnerships with large Registered Investment Advisory firms and Multi-Family Offices that maximize long-term holdings of Invesco products and solutions. Serving as the face of Invesco to clients, you will be an integral part of furthering the client journey and delivering the Invesco Total Client Experience or Total CX. Through Invesco Total CX, you will engage clients as a consultant, adding value both as an investment partner and a business building and practice management advisor.

You will be responsible for:

• Developing differentiated client relationships with high end RIAs in MI, OH, PA, KY, and Western Update NY. 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
• High level work ethic
• Entrepreneurial and growth mindset with a business owner mentality
• Identifying and gaining access to RIAs who present opportunities for Invesco investment strategies
• Implement and execute a data-driven client segmentation strategy
• Travel within territory to conduct meetings with clients, COIs, and lead client events
• Approaching client interactions as a consultant, uncovering client needs and effectively leveraging resources to meet those needs. Examples include delivering insight-based education, business/practice management expertise, coaching, and portfolio construction consultations
• Leading and deploying a team including an internal partner and various specialists organized to support territory success
• Engaging with clients and prospects with varying technical expertise (includes business leaders, CIOs, CFAs, and analyst gatekeepers)

The experience you bring:

• 7+ years of asset management sales experience
• Undergraduate degree required, advanced degree a plus
• Series 7 and 63 required; may need to obtain 65 and/or 66 in future
• CFA, CIMA, CAIA, CFP and other designations a plus
• Self-driven and motivated with a team mentality
• Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
• Technical investment expertise including superior knowledge of mutual funds, ETFs, SMAs, private markets, and their competitive landscape along with an in-depth understanding of Capital Markets
• A proven ability to develop and execute on a strategic business plan, including:
• Effective client segmentation, resource allocation, internal network relationship building, and the effective deployment of internal stakeholders within a team-based environment
• Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and communication skills

A data-driven mindset to develop and execute on a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience and sustainable business growth.

The salary range for this position in New York, NY is $90,000 - $100,000 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.

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.