Division Associate

Invesco Ltd.Atlanta, GA
13dHybrid

About The Position

The Division Associate is a key member of our Internal Sales Desk, responsible for nurturing long-standing relationships with existing intermediary clients, driving proactive engagement strategies, and supporting reactive account and relationship management. This role also focuses on identifying and cultivating new client relationships to expand wallet share and promote long-term investment in Invesco products and services. As a primary point of contact, the Division Associate serves as the voice of Invesco, playing a vital role in advancing the client journey and contributing to both revenue growth and profitability. This position is ideal for recent college graduates or early-career sales professionals looking to break into the asset management industry. Invesco offers a collaborative culture, a supportive environment, an industry-leading training program, and a strong track record of internal career advancement.

Requirements

  • 0–2 years of experience in financial services, sales, or client support preferred
  • College degree or equivalent experience required
  • Progress toward FINRA SIE, Series 7 and 63 licensing encouraged (must acquire required licenses within firm-defined time period)
  • Curiosity about sales, prior sales experience a plus
  • A strong desire to learn about Capital Markets, mutual funds, ETFs, other investment solutions, and impact of economic factors
  • Consultative, client-first approach
  • Strong written, verbal, and interpersonal communication skills
  • A digital and data-driven approach
  • Strong work ethic, high integrity, and strong values
  • Motivated to achieve success and grow personally and with the firm

Responsibilities

  • Managing the digital footprint through bi-weekly/monthly targeted content campaigns via Salesloft.
  • Assisting in the preparation and delivery of client communications, including digital outreach, webinar coordination, and follow-up activities.
  • Analyzing sales trends across broker/dealer firms and individual advisors using Customer Relationship Management (CRM) system data and other external tools.
  • Owning client engagement outreach by means of lead campaigns in coordination with data scientists, marketing, and the Wealth Management Platform (WMP) team.
  • Delivering client service and implementing sales strategies focused on prospecting and client journey development.
  • Leading consultative, relationship-building sales calls via the telephone, inbound/outbound, with financial advisors and other licensed professionals to deliver the Total Client Experience (Total CX) platform.
  • Actively and accurately documenting all client interactions into the CRM system to ensure the integrity of our data, as well as deepen expertise within the system.
  • Collaborating across teams to ensure timely and effective execution of business initiatives.
  • Participating in a structured training curriculum focused on investment products, consultative selling, client service, and industry knowledge.
  • Engaging in ongoing professional development to build skills in communication, portfolio analysis, and relationship management.
  • Supporting the coordination of client events, meetings, and conferences as needed.

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

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

5,001-10,000 employees

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