Market Leader

Invesco Ltd. • Charlotte, NC

1d • $75,000 • Hybrid

About The Position

As a Market Leader, you will build long-standing, positive relationships with intermediary clients that improve long-term holdings of Invesco products and services. Serving as the face of Invesco, you will be an integral part of fostering the client journey with a consultative, client first approach, to identify needs and get results. Territory coverage is Western North Carolina.

Requirements

• Series 7 and 63 required
• Undergraduate, college degree or equivalent work experience required
• Five or more years of sales experience in marketing investment products to financial advisors
• Technical investment expertise including outstanding knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors
• Excellent listening skills with a natural inclination to focus on meeting needs coupled with strong presentation and interpersonal skills
• 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
• 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 using internal resources needed to meet those needs, including delivering insight-based education, mentoring, and portfolio construction consultations
• 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 Manager to create 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