Strategic Asset Management Sales Consultant

Invesco; Phoenix (AZ); On-site; USD 65,000 - 70,000; 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 seeks a territory sales professional to drive asset management solutions with Financial Advisors. You will travel within the territory, present investment strategies, and develop a business plan aligned with the firm’s objectives.

The ideal candidate has 3+ years of asset management sales, a bachelor’s degree, and CFA/CIMA is a plus. Series 7 and 63 are required. Base salary ranges $65K-$70K with incentive pay; location in New York or Phoenix area may apply.

Qualifications

• 3+ years of asset management sales experience.
• Undergraduate, college degree or equivalent preferred.
• CFA, CIMA or similar certification a plus.
• Series 7 and 63 required (63/65 can be substituted for the 66).
• Technical investment expertise including mutual funds, ETFs, SMAs and their competitive landscape.

Responsibilities

• Develop and implement a territory sales plan that leverages the firm’s resources.
• Grow existing client relationships and develop new profitable relationships to reach maximum wallet share.
• Identify and gain access to advisors who present opportunities for Invesco investment strategies.
• Travel within the territory to meet clients, COIs, and lead client events.
• Deliver product presentations to current and prospective Financial Advisors via face-to-face meetings, telephone, WebEx, seminars, and conferences.
• Use a data-driven approach to develop and carry out a strategic business plan.

Skills

Asset sales

Territory planning

Client relations

Education

Bachelor's degree

CFA/CIMA certification

Job description

Invesco seeks a territory sales professional to drive asset management solutions with Financial Advisors. You will travel within the territory, present investment strategies, and develop a business plan aligned with the firm’s objectives.

The ideal candidate has 3+ years of asset management sales, a bachelor’s degree, and CFA/CIMA is a plus. Series 7 and 63 are required. Base salary ranges $65K-$70K with incentive pay; location in New York or Phoenix area may apply.