Market Consultant BD

Invesco • Columbia, WA

11d • Hybrid

About The Position

The Market Consultant works with the Market Leader and Internal Market Consultant to build trusted, long-standing partnerships with intermediary clients and increase their long-term holdings of Invesco products and services. As the face of Invesco to clients, the consultant advances the client journey and delivers the Invesco Total Client Experience, acting as both an investment partner and a business-building and practice-management advisor.

The position covers the Washington, D.C./Northern Virginia area, and the employee is required to live within the territory. The role involves 10–20% travel. Invesco’s workplace policy, effective October 1, 2025, requires employees to spend at least four full days each week working in an Invesco office.

The stated base salary range is $65,000–$70,000 per year for Washington, D.C., and $70,000–$75,000 per year for New York, NY. Total compensation includes salary and incentive pay and varies based on skills, experience, and location.

Requirements

• At least 2 years of asset management sales experience.
• Series 7 and Series 63 licenses required; Series 63/65 may be substituted for Series 66.
• Technical investment expertise, including superior knowledge of mutual funds, ETFs, and SMAs and their competitive landscape, and an in-depth understanding of capital markets and the impact of economic factors.
• Live within the Washington, D.C./Northern Virginia territory.
• Expect 10–20% travel.
• High-level work ethic.
• Entrepreneurial and growth mindset with a business-owner mentality.
• Excellent listening, presentation, and interpersonal skills.
• Digital and data-driven mentality.

Nice To Haves

• Undergraduate or college degree, or equivalent, preferred.
• CFP, CFA, CIMA, or similar certification is a plus.

Responsibilities

• Partner with the Washington, D.C./Northern Virginia Market Leader, Internal Market Consultant, and Mid-Atlantic Division Sales Director to develop and implement a territory sales plan aligned with the firm plan, leveraging Invesco resources and specialists.
• Identify and gain access to financial advisors who present opportunities for Invesco investment strategies.
• Travel within the territory to meet with clients and centers of influence (COIs), and lead client events.
• Develop differentiated client relationships by growing existing relationships and establishing new profitable relationships to maximize wallet share.
• Deliver product presentations to current and prospective Financial Advisors through in-person meetings, telephone, WebEx, seminars, and conferences.
• Use a consultative approach, delivering solutions before products to meet client needs and drive results.
• Develop and carry out a strategic business plan using digital tools and data, including adopting technologies that improve efficiency and the client experience.
• Execute a data-driven client segmentation strategy.
• Provide portfolio construction and manager selection consultations to clients with varying levels of technical expertise, including 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 and 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