RIA Market Leader & Growth Strategist

Invesco Ltd.

Pittsburgh (Allegheny County)

Hybrid

USD 90,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Hybrid work schedule
401(K) matching up to 6%
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Flexible paid time off

Job summary

Invesco is seeking a Professional Buyer Market Leader to build long-standing partnerships with large RIAs and Multi-Family Offices, driving long-term holdings of Invesco products. You will engage clients as a consultant, delivering investment guidance and practice management insights to grow revenue within MI, OH, PA, KY, and NY.

You will lead a team and partner with specialists, traveling to meet clients and COIs.

Qualifications

  • 7+ years of asset management sales experience.
  • Undergraduate degree required; advanced degree a plus.
  • Series 7 and 63 required; may need 65/66 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.

Responsibilities

  • Developing differentiated client relationships with high end RIAs in MI, OH, PA, KY, and Western NY.
  • Identify opportunities for Invesco investment strategies and expand wallet share.
  • Implement data-driven client segmentation and strategic planning.
  • Travel within territory to meet clients, COIs, and lead events; engage as a consultant.
  • Lead and deploy a team to support territory success; collaborate with internal partners.

Skills

Asset management sales
Series 7 & 63
Consultative selling
Client relationship
Team leadership
Strategic planning

Education

Bachelor's degree
Advanced degree

Job description

Invesco is seeking a Professional Buyer Market Leader to build long-standing partnerships with large RIAs and Multi-Family Offices, driving long-term holdings of Invesco products. You will engage clients as a consultant, delivering investment guidance and practice management insights to grow revenue within MI, OH, PA, KY, and NY.

You will lead a team and partner with specialists, traveling to meet clients and COIs.

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