Associate ETF Specialist

Invesco • Downers Grove, IL

1d • Hybrid

About The Position

Invesco is seeking an Associate ETF Specialist to join the US WMI team. As a global asset manager, Invesco has built a robust ETF product range that includes over 240 US-listed ETFs totaling more than $769 billion in assets under management. Invesco’s ETF platform is known for its highly innovative approach to ETF investing and has roots across equity, fixed income and commodities as well as various investment styles from passive to alternatively weighted strategies (e.g. fundamental, factor, equal weight). The Associate ETF Specialist will partner with ETF Specialists to drive market penetration of Invesco’s ETF products and services through the retail distribution channels. These channels include Broker-Dealer (independent and wirehouse), RIA, and Private Client Groups. The successful candidate will have growth-mindset as well as a strong understanding of ETFs, capital markets, portfolio analytics, and investment research, along with a consultative and client-centric business development approach.

Requirements

• Undergraduate in business, finance or related discipline require; series 7 & 63 preferred; must obtain within 3 months of hire.
• 1-4 years of sales or financial services experience and knowledge of and prior experience with ETFs highly preferred.
• A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continually improve capabilities.
• Excellent presentation and verbal/written communication skills.
• Team player with excellent interpersonal skills.
• Ability to maintain an open minded, flexible and collaborative approach.
• Self-motivated, driven and entrepreneurial professional.
• A passion for capital markets, asset management and ETFs.

Nice To Haves

• series 7 & 63 preferred; must obtain within 3 months of hire

Responsibilities

• Dedicated support to field driven ETF Specialist team focused on daily territory management tasks to ensure maximum efficiency.
• Appropriate preparation in advance of client meetings as well as responding to client requests related to fund features, performance and/or detailed product analysis.
• Territory coverage based on geography and client channel with virtual client support, when needed.
• Serve as backup when ETF Specialists unavailable.
• Respond to inbound calls from Internal Sales Desk as well as partner with the desk to leverage and expand client reach and coverage.
• Liaise with Marketing, Insights & Analytics to ensure alignment of efforts and commercialization execution as well as fluency in navigating client ETF data to uncover insights.
• Educate internal and external partners on investment strategies, product positioning and portfolio implementation strategies across the entire Invesco ETF range.
• Conduct compelling group and individual presentations designed to articulate and differentiate Invesco’s ETF Platform.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree