Practice Engagement Specialist

Invesco • Atlanta, GA

9h • 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 Practice Engagement Specialist will work directly with clients within their area of specialty – focusing on improvement in the critical dimensions of our client’s systems, processes and talent growth within their businesses. The PES will provide the coaching and speaking capacity needed for both field and corporate clients. Another important goal of the Practice Engagement Specialist is to support our internal sales teams with the goal of elevating their consulting and coaching capabilities. This role will report directly to the Managing Director of Executive Consulting but work collaboratively with IGC’s leadership team, Executive Consultants and other internal stakeholders (e.g., Marketing, WMP, etc.).

Requirements

• 5+ years of experience in consulting, coaching, and executing content strategies.
• Excellent presentation skills, strong attention to detail, and ability to manage multiple priorities.
• Proven success in partnering with senior leadership and incorporating feedback.
• Strong relationship management within asset management/financial services for institutional and retail clients.
• Brings fresh ideas informed by research and industry trends; thrives in agile, entrepreneurial environments.
• Bachelor’s degree (or equivalent experience)

Nice To Haves

• Series 6/7 and 63 preferred.

Responsibilities

• The Practice Engagement Specialist (PES) will provide specific coaching and consulting services directly to clients designed to improve the efficiency and effectiveness of an advisor’s practice. This includes helping advisors create additional capacity in their business, improve their client onboarding process, discovery skills, annual review process and more.
• Support our team of Executive Consultants by working together to assist Invesco’s Top Clients and Top Financial Professional Teams. In this capacity they will be positioned as a specialist and part of the Executive Consultant’s team.
• Engage directly with our clients who have completed the Practice Innovation Index. Specifically, they will lead our PII coaching debrief sessions following the completion of the diagnostic tool.
• Conduct presentations and hands-on workshops within their area of specialty. This includes events initiated through our field-led COI activities, events requested by our platform clients in support of corporate partnerships and other related initiatives that may involve project management and/or group coaching deliverables.
• Act as a resource and coach for Market Leaders, Market Consultants and professionals on Invesco’s internal sales desk in support of their continued evolution and elevation of the consultative, TCX journey. This will include coaching and mentoring on TCX, select content within Invesco Global Consulting, business strategy and general skill development.
• Support our team of Executive Consultants and Market Leaders with the design and delivery of solutions focused on the DSD/ML’s Center of Influence connections.

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
• Number of Employees: 5,001-10,000 employees