Strategic Client Partner for Financial Advisors

Invesco; Denver (CO); Hybrid; USD 110,000 - 120,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching of 100% up to thefirst

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco seeks a Market Leader to build long-standing relationships with intermediary clients and drive growth of Invesco products across the territory. You will serve as the face of Invesco, guiding the client journey with a consultative, client-first approach to identify needs and achieve results.

You will present to Financial Advisors, implement a data-driven client segmentation strategy, and collaborate with the Division Sales Manager to execute a territory plan while traveling to cover

Qualifications

• Five or more years of sales experience in marketing investment products to financial advisors.
• Strong knowledge of mutual funds, ETFs, SMAs and capital markets.
• Excellent listening, presentation and interpersonal skills.
• Digital and data-driven mentality to develop and carry out a strategic business plan.

Responsibilities

• Develop differentiated client relationships with high-end RIAs across multiple states to maximize wallet share.
• Deliver product presentations to Financial Advisors via telephone, WebEx, office visits, seminars and conferences.
• Create and implement a territory sales plan aligned with division strategy.
• Cover smaller boutique firms nationwide while coordinating travel rotations.

Job description

Invesco seeks a Market Leader to build long-standing relationships with intermediary clients and drive growth of Invesco products across the territory. You will serve as the face of Invesco, guiding the client journey with a consultative, client-first approach to identify needs and achieve results.

You will present to Financial Advisors, implement a data-driven client segmentation strategy, and collaborate with the Division Sales Manager to execute a territory plan while traveling to cover