Market Consultant PCG
About The Position
As a Market Consultant, you will work as a team with the Market Leader and Internal Market Consultant to build long-standing trusted partnerships with intermediary clients that increase long-term holdings of Invesco products and services. Serving as the face of Invesco to clients, you will be an integral part of advancing the client journey and delivering the Invesco Total Client Experience or Total CX. Through Invesco Total CX you will engage clients as a consultant, adding value both as an investment partner and a business building/practice management advisor. This position covers the Greater Miami area, living within the territory is required, and 10-20% travel should be expected.
Requirements
- 3+ years of asset management sales experience
- Undergraduate, college degree or equivalent preferred
- CFA, CIMA or similar certification a plus
- Series 7 and 63 required (63/65 can be substituted for the 66)
- Technical investment expertise including superior knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors
Responsibilities
- High level work ethic
- Entrepreneurial and growth mindset with a business owner mentality
- Excellent listening skills coupled with strong presentation and interpersonal skills
- Partnering with Greater Miami Market Leader, Internal Market Consultant, and Southeast Division Sales Director to develop and implement a territory sales plan that aligns with the overarching firm plan and deploys/leverages the resources and specialists of Invesco at a high level
- Identifying and gaining access to advisors who present opportunities for Invesco investment strategies
- Travel within the territory to conduct meetings with clients, COIs, and lead client events
- Developing differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum wallet share
- Delivering product presentations to current and prospective Financial Advisors via face-to-face meetings, telephone, WebEx, seminars, and conferences
- Utilizing a consultative approach, delivering solutions before products to meet client needs and drive results
- 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
- Executing a data-driven client segmentation strategy
- Performing portfolio construction and manager selection consultations to clients with varying technical expertise (includes practice level CIOs, CFAs, and analyst gatekeepers)
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
Mid Level
Education Level
Associate degree
