Market Consultant

Invesco • New York, NY

1d • $70,000 • Hybrid

About The Position

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. The role: 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
• 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

Nice To Haves

• CFA, CIMA or similar certification a plus

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