Associate Model Consultant

Invesco • Atlanta, GA

4d • Hybrid

About The Position

The role partners closely with one or more Model Consultant regions to drive model portfolio sales, accelerate business growth, and deliver a differentiated client experience. The position is highly commercial in nature, requiring a proactive, detail-oriented professional who thrives in a fast-paced, client-facing environment. This individual will play a key role in expanding the Custom Models business, deepening client relationships, and enabling high-impact sales activity across the region.

Requirements

• Experience within the asset management or financial services industry
• Demonstrated ability to build and sustain strong, trust-based client relationships
• Results-driven mindset with a proactive approach and sense of urgency in pursuing opportunities
• Excellent verbal and written communication skills, with the ability to deliver engaging, impactful presentations
• Strong interpersonal, organizational, and time management capabilities
• Proficiency in Microsoft Office; experience with CRM platforms such as Salesforce preferred
• Self-motivated professional with a commitment to excellence and high-quality client and stakeholder engagement
• Sound judgment and decision-making skills
• Professional licenses (Series 7, 63) required or willingness to obtain within 6 months of hire
• Willingness to travel ~5–10%

Responsibilities

• Proactively engage existing Invesco model portfolio users through phone and targeted email campaigns
• Identify and pursue off-the-shelf (OTS) model opportunities, including large platform and enterprise wins
• Deliver virtual and in-person presentations on model portfolios and practice management strategies
• Clearly articulate the value and role of model portfolios within an advisor’s practice
• Lead quarterly client review calls, respond to portfolio change requests, and deliver tailored insights and commentary
• Create and customize co-branded marketing materials, analyze client models, and develop proposals using tools like YCharts
• Support prospective client meetings by capturing insights, coordinating follow-ups, and partnering with internal stakeholders
• Maintain pipeline tracking, model data (Excel), and ensure seamless execution through cross-functional coordination with Distribution, Investments, and Operations

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: Mid Level
• Education Level: No Education Listed