RIA Market Leader: Strategic Growth & Partnerships

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

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.