Senior RIA Market Leader - Asset Management Growth

Invesco Ltd.; Ohio; On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco Ltd. is seeking a Professional Buyer Market Leader-style candidate to lead relationships with large RIAs and Multi-Family Offices across MI, OH, PA, KY, and Western New York. You will drive sales growth, asset retention, and brand expansion while delivering the Invesco Total Client Experience.

A data-driven, consultative mindset is essential. The role requires 7+ years in asset management sales, Series 7/63, and a strong investment knowledge base.

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.

Responsibilities

• Develop differentiated client relationships with high-end RIAs in MI, OH, PA, KY, and Western New York.
• Travel within territory to conduct meetings with clients and COIs; lead client events.
• Engage clients as a consultant, delivering education and portfolio construction consultations.
• Lead and deploy a team to support territory success; collaborate with internal specialists.

Skills

Asset management sales

Series 7

Series 63

CFA

CIMA

CAIA

CFP

Consultative selling

Client relationship management

Education

Undergraduate degree

Job description

Invesco Ltd. is seeking a Professional Buyer Market Leader-style candidate to lead relationships with large RIAs and Multi-Family Offices across MI, OH, PA, KY, and Western New York. You will drive sales growth, asset retention, and brand expansion while delivering the Invesco Total Client Experience.

A data-driven, consultative mindset is essential. The role requires 7+ years in asset management sales, Series 7/63, and a strong investment knowledge base.