Market Leader

Reposted 16 Days Ago
Be an Early Applicant
Seattle, WA, USA
In-Office
70K-75K Annually
Senior level
Fintech
The Role
Build and deepen relationships with financial advisors in Washington and Alaska to grow Invesco product holdings. Deliver consultative, insight-driven presentations and portfolio consultations via phone, WebEx, office visits and events. Create data-driven client segmentation and territory sales plans, implement strategic travel rotation for boutique and non-metropolitan clients, and partner with sales leadership to meet territory goals.
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

About the role:

As a Market Leader, you will build long-standing, positive relationships with intermediary clients that improve long-term holdings of Invesco products and services. Serving as the face of Invesco, you will be an integral part of fostering the client journey with a consultative, client first approach, to identify needs and get results. Territory coverage is Greater Seattle & Alaska.

Responsibilities of the role:

  • 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 using internal resources needed to meet those needs, including delivering insight-based education, mentoring, and portfolio construction consultations
  • 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 Manager to create and implement a territory sales plan which is aligned with the overarching division plan

Requirements of the role:

  • Series 7 and 63 required
  • CFA, CIMA or similar certification a plus
  • Undergraduate, college degree or equivalent work experience required
  • Five or more years of sales experience in marketing investment products to financial advisors
  • Technical investment expertise including outstanding knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors
  • Excellent listening skills with a natural inclination to focus on meeting needs coupled with strong presentation and interpersonal skills
  • 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
  • A growth mindset with a business-owner mentality

The salary range for this position is $70,000 - $75,000 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

  • Series 7 and 63 licenses
  • CFA, CIMA or similar certification
  • Undergraduate degree or equivalent work experience
  • Five or more years of sales experience marketing investment products to financial advisors
  • Technical investment expertise including outstanding knowledge of mutual funds, ETFs, SMAs and competitive landscape and in-depth understanding of Capital Markets and economic impacts
  • Excellent listening, presentation, and interpersonal skills
  • Digital and data-driven mentality to develop and execute strategic business plans and adopt efficiency-improving technologies
  • Growth mindset with a business-owner mentality

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.

Invesco Insights

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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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