Market Consultant

Posted One Month Ago
Be an Early Applicant
3 Locations
In-Office
65K-70K Annually
Mid level
Fintech
The Role
Develops and executes territory sales plans for Invesco investment strategies, builds relationships with financial advisors, expands existing accounts, and identifies new opportunities. Delivers investment product presentations, consults on portfolio construction and manager selection, segments clients using data, and partners with internal sales leaders and specialists. The role requires travel throughout the territory for client meetings and events, along with strong knowledge of asset management products, capital markets, and economic factors.
Summary Generated by Built In
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

  • High level work ethic
  • Entrepreneurial and growth mindset with a business owner mentality
  • Excellent listening skills coupled with strong presentation and interpersonal skills
  • Partnering with the Market Leader, Internal Market Consultant, and Division Sales Director to develop and implement a territory sales plan that aligns with the overarching firm plan and deploys/leverages the resources and specialists of Invesco at a high level
  • Developing differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum wallet share
  • Identifying and gaining access to advisors who present opportunities for Invesco investment strategies
  • Travel within the territory to conduct meetings with clients, COIs, and lead client events
  • Delivering product presentations to current and prospective Financial Advisors via face-to-face meetings, telephone, WebEx, seminars, and conferences
  • Utilizing a consultative approach, delivering solutions before products to meet client needs and drive results
  • A digital and data-driven mentality to develop and carry out a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience
  • Executing a data-driven client segmentation strategy
  • Performing portfolio construction and manager selection consultations to clients with varying technical expertise (includes practice level CIOs, CFAs, and analyst gatekeepers)

The experience you bring:

    • 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 superior knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors

The salary range for this position in New York, NY is $65K - $70K Base/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.

Skills Required

  • 3+ years of asset management sales experience
  • Undergraduate or college degree, or equivalent
  • CFA, CIMA, or similar certification
  • Series 7 and Series 63 licenses; Series 63/65 may be substituted with Series 66
  • Technical investment expertise, including knowledge of mutual funds, ETFs, SMAs, their competitive landscape, capital markets, and economic factors
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Atlanta, Georgia
4,700 Employees

What We Do

Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.

Similar Jobs

PwC Logo PwC

Consultant

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
63 Locations
370000 Employees
77K-202K Annually
In-Office
Non, OK, USA
4700 Employees
65K-70K Annually

DATACLAP DIGITAL Logo DATACLAP DIGITAL

Consultant

Artificial Intelligence • Computer Vision • Information Technology • Machine Learning
In-Office or Remote
2 Locations

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account