Sr ETF Specialist

Invesco • San Francisco, CA

3d • Hybrid

About The Position

Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team within a global asset manager overseeing $1.7T in assets, including 225+ U.S.-listed ETFs with over $500B in AUM. The platform is known for innovation across equity, fixed income, commodities, and diverse investment strategies ranging from passive to alternatively weighted approaches. This role partners closely with Consultants to drive distribution across retail channels, including Broker-Dealers, RIAs, and Private Client Groups. The ideal candidate brings ETF expertise, strong capital markets knowledge, and proficiency in portfolio analytics and investment research. A consultative, client-centric approach to business development is essential for success in this role.

Requirements

• Series 7 & 63 licenses required; CIMA or CFA preferred
• Bachelor’s degree in business, finance, or related field required
• 5+ years of investment experience, with deep expertise in ETFs
• Proven track record working with financial advisors and managing a territory
• Strong strategic thinker with the ability to build and maintain meaningful client relationships
• Excellent presentation, communication, and interpersonal skills
• Advanced quantitative, analytical, and investment research capabilities
• Self-motivated, collaborative professional with a growth mindset, strong business ownership mentality, and passion for capital markets, asset management, and ETFs

Nice To Haves

• CIMA or CFA preferred

Responsibilities

• Partner with Consultants to drive ETF market share growth and net sales across Invesco’s U.S.-listed ETF platform
• Act as the primary ETF specialist supporting Consultants in the field, developing targeted business plans and delivering high-impact ETF and Indexed Strategies resources to clients
• Deliver tailored education to clients of varying ETF expertise on investment strategies, product positioning, and portfolio construction, independently and in collaboration with Consultants
• Lead engaging group and one-on-one presentations that clearly differentiate Invesco’s ETF platform across virtual, phone, and in-person settings
• Serve as a trusted resource for client inquiries on ETF product features and performance
• Travel up to 80% to support client engagement and business development efforts

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: Senior