Sr ETF Specialist

Posted 3 Days Ago
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Downers Grove, IL, USA
In-Office
170K-175K Annually
Senior level
Fintech
The Role
Client-facing ETF specialist partnering with consultants to drive market share and net sales across U.S.-listed ETFs. Deliver tailored education and presentations, support client inquiries, develop business plans, and conduct portfolio analytics and investment research. Frequent travel to support advisor relationships and territory management.
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

Job Description

About the role:

Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team within a global asset manager overseeing $1.7T in assets, including 225+ U.S.-listed ETFs with over $500B in AUM. The platform is known for innovation across equity, fixed income, commodities, and diverse investment strategies ranging from passive to alternatively weighted approaches. This role partners closely with Consultants to drive distribution across retail channels, including Broker-Dealers, RIAs, and Private Client Groups. The ideal candidate brings ETF expertise, strong capital markets knowledge, and proficiency in portfolio analytics and investment research. A consultative, client-centric approach to business development is essential for success in this role.

Responsibilities of the role:

  • Partner with Consultants to drive ETF market share growth and net sales across Invesco’s U.S.-listed ETF platform

  • Act as the primary ETF specialist supporting Consultants in the field, developing targeted business plans and delivering high-impact ETF and Indexed Strategies resources to clients

  • Deliver tailored education to clients of varying ETF expertise on investment strategies, product positioning, and portfolio construction, independently and in collaboration with Consultants

  • Lead engaging group and one-on-one presentations that clearly differentiate Invesco’s ETF platform across virtual, phone, and in-person settings

  • Serve as a trusted resource for client inquiries on ETF product features and performance

  • Travel up to 80% to support client engagement and business development efforts

Requirements of the role:

  • Series 7 & 63 licenses required; CIMA or CFA preferred

  • Bachelor’s degree in business, finance, or related field required

  • 5+ years of investment experience, with deep expertise in ETFs

  • Proven track record working with financial advisors and managing a territory

  • Strong strategic thinker with the ability to build and maintain meaningful client relationships

  • Excellent presentation, communication, and interpersonal skills

  • Advanced quantitative, analytical, and investment research capabilities

  • Self-motivated, collaborative professional with a growth mindset, strong business ownership mentality, and passion for capital markets, asset management, and ETFs

The salary range for this position is $170,000 to $175,000 per 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 Series 63 licenses
  • Bachelor's degree in business, finance, or related field
  • 5+ years of investment experience with deep ETF expertise
  • Proven track record working with financial advisors and managing a territory
  • Excellent presentation, communication, and interpersonal skills
  • Advanced quantitative, analytical, and investment research capabilities
  • Willingness and ability to travel up to 80%
  • CIMA or CFA credential

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
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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