Market Consultant

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your role:

As a Market Consultant, you will build long-standing trusted partnerships with intermediary clients that increase long-term holdings of Invesco products and services. Serving as the face of Invesco to clients, you will be an integral part of fostering the client journey. This position is covering IL, MO, MN, ND, SD, WI, and 10-20% travel should be expected.

You will be responsible for:

• Develop differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum wallet share
• Approach all interactions as a consultant, starting with client needs and optimally maximizing internal resources needed to meet those needs, including delivering insight-based education, coaching, and portfolio construction consultations
• Perform portfolio construction and manager selection consultations to clients with varying technical expertise (includes practice level CIOs, CFAs, and analyst gatekeepers)
• Develop and complete a data-driven client segmentation strategy
• Deliver product presentations to current and prospective Financial Advisors via telephone, WebEx, office visits, cluster meetings, seminars, and conferences
• Build and implement strategic travel rotation to cover smaller boutique firms across the country and clients in non-metropolitan areas
• Partner with the Division Sales Director to develop and implement a territory sales plan which is aligned with the overarching division plan

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)
• Background in and knowledge of capital markets, the mutual fund and ETF industry and products is crucial
• Consultative, client first approach, delivering solutions, not products, to meet client needs and get results
• Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills
• A digital and data-driven mentality to develop and execute on a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience
• 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
• A growth mindset with a business-owner mentality

This position is Remote and the Invesco workplace model will not apply

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

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.