Sr ETF Specialist
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 : Invesco is seeking a Senior ETF Specialist to join its ETF client facing team. As a global asset manager with $1.7 T in total assets, Invesco has built a robust ETF product range that includes 225+ US-listed ETFs totaling more than $500 billion in assets under management. Invesco’s ETF platform is known for its highly innovative approach to ETF investing and has roots across equity, fixed income and commodities as well as various investment styles from passive to alternatively weighted strategies (e.g. fundamental, factor, equal weight). The Senior ETF Specialist partners with Consultants to drive market penetration of Invesco’s ETF products and services through the retail distribution channels. These channels include Broker-Dealer (independent and wirehouse), RIA, and Private Client Groups. The successful candidate must have experience with ETFs along with a strong understanding of capital markets, portfolio analytics, and investment research, along with a consultative and client-centric business development approach.
Requirements
- Series 7 & 63 required
- Undergraduate in business, finance or related discipline required.
- 5+ years investment related experience with specific subject matter expertise in ETFs
- Experience working with financial advisors and managing a territory
- A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continually improve capabilities.
- Proven ability to think strategically and build positive relationships
- Excellent presentation and verbal/written communication skills
- Outstanding quantitative and analytical skills
- Standout colleague with excellent social skills
- Ability to maintain an open minded, flexible and collaborative approach
- Self-motivated, driven and ambitious professional
- A passion for capital markets, asset management and ETFs
Nice To Haves
- CIMA or CFA preferred
Responsibilities
- Collaborate with Consultants to support ETF market share growth and the net sales of our US listed ETFs
- Serve as the main contact to Consultants in the field to support their ETF needs.
- Charged with developing business plans aimed at enhancing ETF market share as well as curating and delivering the best and most useful ETF & Indexed Strategies resources to clients.
- Educate a wide range of clients with varying degrees of ETF knowledge on investment strategies, product positioning and portfolio implementation strategies across the entire Invesco ETF range, both on your own and in partnership with Consultants.
- Conduct compelling group and individual presentations designed to articulate and differentiate Invesco’s ETF Platform via telephone, virtual and in-person
- Respond to client inquiries relating to fund features and performance
- Up to 80% travel may be required.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
