Strategic Market Consultant — Advisor Partnerships & Growth

1240 Invesco Distributors Inc.; United States; On-site; USD 65,000 - 70,000; 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 is seeking a Market Consultant to partner with the Market Leader and Internal Market Consultant in the Greater Miami area. You will build trusted advisor relationships with intermediary clients to drive long-term holdings of Invesco products and services, delivering the Total Client Experience.

Travel 10-20% and face-to-face meetings will be common as you execute a territory plan. Ideal candidates have 3+ years in asset management sales, a bachelor’s degree, and relevant licenses;

Qualifications

• 3+ years of asset management sales experience.
• Undergraduate degree preferred.
• CFA, CIMA or similar certification a plus.
• Series 7 and 63 required (63/65 can be substituted for the 66).
• Deep knowledge of mutual funds, ETFs, SMAs and capital markets.

Responsibilities

• Develop and implement territory sales plans with leadership.
• Deliver product presentations to current and prospective Financial Advisors.
• Identify access to advisors presenting opportunities for Invesco investments.
• Travel within the territory to meet clients, COIs and lead events.
• Grow existing client relationships and develop new profitable relationships.
• Use a consultative approach to deliver solutions before products.
• Carry out data-driven client segmentation and portfolio discussions.

Skills

Asset management sales experience

Presentation skills

Interpersonal skills

Data-driven mindset

Territory sales planning

Education

Bachelor's degree or equivalent

CFA/CIMA or similar certification a plus

Tools

Series 7 and 63

Job description

Invesco is seeking a Market Consultant to partner with the Market Leader and Internal Market Consultant in the Greater Miami area. You will build trusted advisor relationships with intermediary clients to drive long-term holdings of Invesco products and services, delivering the Total Client Experience.

Travel 10-20% and face-to-face meetings will be common as you execute a territory plan. Ideal candidates have 3+ years in asset management sales, a bachelor’s degree, and relevant licenses;