Market Consultant

Invesco Ltd. • New York, NY

2d • $70,000 • Hybrid

About The Position

As a Market Consultant, you will 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 fostering the client journey.

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)
• Background in and knowledge of capital markets, the mutual fund and ETF industry and products is crucial
• Consultative, client first approach, delivering solutions, not products, to meet client needs and get results
• Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills
• A digital and data-driven mentality to develop and execute on a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience
• 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
• A growth mindset with a business-owner mentality

Responsibilities

• Develop differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum wallet share
• Approach all interactions as a consultant, starting with client needs and optimally maximizing internal resources needed to meet those needs, including delivering insight-based education, coaching, and portfolio construction consultations
• Perform portfolio construction and manager selection consultations to clients with varying technical expertise (includes practice level CIOs, CFAs, and analyst gatekeepers)
• Develop and complete a data-driven client segmentation strategy
• Deliver product presentations to current and prospective Financial Advisors via telephone, WebEx, office visits, cluster meetings, seminars, and conferences
• Build and implement strategic travel rotation to cover smaller boutique firms across the country and clients in non-metropolitan areas
• Partner with the Division Sales Director to develop and implement a territory sales plan which is aligned with the overarching division plan

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