Market Leader RIA

Posted 4 Hours Ago
Be an Early Applicant
4 Locations
In-Office
90K-100K Annually
Senior level
Fintech
The Role
Lead enterprise relationships with large RIAs and multi-family offices across a defined territory to grow Invesco assets. Develop and execute data-driven client segmentation and strategic business plans, provide consultative investment and practice-management advice, lead a territory team, and conduct client meetings and events to increase wallet share and retention.
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

The Professional Buyer Market Leader will build long-standing trusted partnerships with large Registered Investment Advisory firms and Multi-Family Offices that maximize long-term holdings of Invesco products and solutions. Serving as the face of Invesco to clients, you will be an integral part of furthering the client journey and delivering the Invesco Total Client Experience or Total CX. Through Invesco Total CX, you will engage clients as a consultant, adding value both as an investment partner and a business building and practice management advisor.

You will be responsible for:

  • Developing differentiated client relationships with high end RIAs in MI, OH, PA, KY, and Western Update NY.  These relationships include both existing and new ones that maximize Invesco wallet share through sales growth, asset retention, and growing the Invesco brand within the territory

  • High level work ethic

  • Entrepreneurial and growth mindset with a business owner mentality

  • Identifying and gaining access to RIAs who present opportunities for Invesco investment strategies

  • Implement and execute a data-driven client segmentation strategy

  • Travel within territory to conduct meetings with clients, COIs, and lead client events

  • Approaching client interactions as a consultant, uncovering client needs and effectively leveraging resources to meet those needs.  Examples include delivering insight-based education, business/practice management expertise, coaching, and portfolio construction consultations

  • Leading and deploying a team including an internal partner and various specialists organized to support territory success

  • Engaging with clients and prospects with varying technical expertise (includes business leaders, CIOs, CFAs, and analyst gatekeepers)

The experience you bring:

  • 7+ years of asset management sales experience

  • Undergraduate degree required, advanced degree a plus

  • Series 7 and 63 required; may need to obtain 65 and/or 66 in future

  • CFA, CIMA, CAIA, CFP and other designations a plus

  • Self-driven and motivated with a team mentality

  • Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results

  • Technical investment expertise including superior knowledge of mutual funds, ETFs, SMAs, private markets, and their competitive landscape along with an in-depth understanding of Capital Markets

  • A proven ability to develop and execute on a strategic business plan, including:

    • Effective client segmentation, resource allocation, internal network relationship building, and the effective deployment of internal stakeholders within a team-based environment

    • Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and communication skills

A data-driven mindset to develop and execute on a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience and sustainable business growth.

The salary range for this position in New York, NY is $90,000 - $100,000 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

  • 7+ years of asset management sales experience
  • Undergraduate degree
  • Series 7 and Series 63 licenses (may need to obtain Series 65/66 later)
  • Technical investment expertise (mutual funds, ETFs, SMAs, private markets, capital markets)
  • Proven ability to develop and execute a strategic business plan, including client segmentation and resource allocation
  • Consultative, client-first approach with strong presentation and communication skills
  • Self-driven, motivated, and team-oriented with entrepreneurial mindset
  • Ability to lead and deploy a territory team and coordinate internal specialists
  • Willingness to travel within territory for client meetings and events
  • Advanced degree (MBA or similar)
  • CFA, CIMA, CAIA, CFP or other professional designations

Invesco Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Invesco and has not been reviewed or approved by Invesco.

  • Retirement Support Retirement programs emphasize a strong 401(k) design with immediate eligibility and match vesting, alongside references to employer contributions that support long-term savings. Materials position retirement offerings as a core element of a comprehensive total-rewards package.
  • Parental & Family Support Parental leave is positioned as a robust offering in the U.S. and EMEA, with detailed paid-leave durations previously disclosed and an emphasis on inclusive, gender-neutral policies. Company information indicates broad parental-leave availability as part of total rewards, subject to local specifics.
  • Leave & Time Off Breadth Paid time off and holidays are highlighted as meaningful components of the package, with flexibility noted in some areas. Feedback suggests certain U.S. exempt roles use flexible or “unlimited” PTO approaches that enhance practical time-off access.

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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.

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