Sr ETF Specialist

Invesco; San Francisco (CA); Hybrid; USD 160,000 - 175,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team. This role is pivotal in driving distribution across retail channels and demands a consultative, client-centric approach. Ideal candidates should possess ETF expertise and strong capital markets knowledge.

Responsibilities include partnering with consultants to grow market share, delivering tailored client education, and presenting effectively in various settings. A Bachelor's degree and relevant licenses are required, along with a minimum of 5 years in investment experience.

Qualifications

• 5+ years of investment experience, with deep expertise in ETFs.
• Proven track record working with financial advisors and managing a territory.
• Strong strategic thinker with the ability to build and maintain meaningful client relationships.

Responsibilities

• Partner with Consultants to drive ETF market share growth.
• Act as the primary ETF specialist supporting Consultants in the field.
• Deliver tailored education to clients on investment strategies.
• Lead engaging presentations that differentiate Invesco’s ETF platform.
• Serve as a trusted resource for client inquiries on ETF product features.

Skills

ETF expertise

Capital markets knowledge

Portfolio analytics

Investment research

Client relationship management

Excellent communication

Education

Bachelor’s degree in business, finance, or related field

Tools

Series 7 license

Series 63 license

CIMA or CFA (preferred)

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

Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team within a global asset manager overseeing $1.7T in assets, including 225+ U.S.-listed ETFs with over $500B in AUM. The platform is known for innovation across equity, fixed income, commodities, and diverse investment strategies ranging from passive to alternatively weighted approaches. This role partners closely with Consultants to drive distribution across retail channels, including Broker-Dealers, RIAs, and Private Client Groups. The ideal candidate brings ETF expertise, strong capital markets knowledge, and proficiency in portfolio analytics and investment research. A consultative, client-centric approach to business development is essential for success in this role.

Responsibilities of the role

• Partner with Consultants to drive ETF market share growth and net sales across Invesco’s U.S.-listed ETF platform
• Act as the primary ETF specialist supporting Consultants in the field, developing targeted business plans and delivering high-impact ETF and Indexed Strategies resources to clients
• Deliver tailored education to clients of varying ETF expertise on investment strategies, product positioning, and portfolio construction, independently and in collaboration with Consultants
• Lead engaging group and one-on-one presentations that clearly differentiate Invesco’s ETF platform across virtual, phone, and in-person settings
• Serve as a trusted resource for client inquiries on ETF product features and performance
• Travel up to 80% to support client engagement and business development efforts

Requirements of the role

• Series 7 & 63 licenses required; CIMA or CFA preferred
• Bachelor’s degree in business, finance, or related field required
• 5+ years of investment experience, with deep expertise in ETFs
• Proven track record working with financial advisors and managing a territory
• Strong strategic thinker with the ability to build and maintain meaningful client relationships
• Excellent presentation, communication, and interpersonal skills
• Advanced quantitative, analytical, and investment research capabilities
• Self-motivated, collaborative professional with a growth mindset, strong business ownership mentality, and passion for capital markets, asset management, and ETFs

The salary range for this position is $160,000 to $175,000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full 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.