Sr ETF Specialist

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

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching 100% up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco seeks a Senior ETF Specialist to join its client-facing ETF team, supporting distribution across retail channels and brokers. You will leverage ETF and Indexed Strategies resources to educate clients, deliver tailored education on investment strategies, and partner with Consultants to grow market share.

The role requires Series 7 & 63, a Bachelor’s in business/finance, and 5+ years of ETF experience, with CFA preferred. Travel up to 80% is expected in a hybrid, office-based environment.

Qualifications

• 5+ years of investment experience with ETFs.
• Deep ETF expertise and capital markets knowledge.
• Excellent presentation, communication, and interpersonal skills.

Responsibilities

• Partner with Consultants to drive ETF market share growth and net sales.
• Deliver tailored education on ETF strategies and portfolio construction.
• Lead presentations in virtual, phone, and in-person formats.
• Serve as a trusted resource for client inquiries on ETF features and performance.
• Travel up to 80% to support client engagement.

Skills

ETF expertise

Capital markets

Portfolio analytics

Investment research

Presentation skills

Communication

Client relationship building

Education

Bachelor’s degree in business/finance

Series 7 & 63 licenses

CFA preferred

Job description

## Sr ETF SpecialistApplylocations: San Francisco, California: Los Angeles, Californiatime type: Full timeposted on: Posted Todayjob requisition id: R-14272# **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****About the role:**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 ETFsThe 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 / 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.