1 day ago

Model Consultant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Drive sales and asset growth for model portfolio solutions across California, Hawaii, and Las Vegas, serving as a regional ambassador for Invesco’s model business. Build senior relationships with financial advisors, RIAs, broker-dealers, home offices, and platform partners; lead portfolio reviews and business development discussions. Present market insights and wealth management trends, maintain a disciplined Salesforce pipeline, and coordinate with internal teams to retain, expand, and increase adoption of custom and OTS model portfolios.

Location: California, Hawaii, Las Vegas

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Drive asset growth and market share of model portfolio solutions across California, Hawaii, and Las Vegas.
•Develop and execute territory business plans; prospect and cultivate relationships with advisors and platform partners to grow adoption.
•Serve as primary point of contact for model clients; conduct portfolio review meetings and lead retention and expansion initiatives.
•Deliver presentations and consultative guidance on model portfolios, portfolio construction, and practice management topics.
•Maintain a disciplined sales pipeline in Salesforce and coordinate with internal teams to execute client opportunities and track performance.

Travel: Extensive travel

Pay and Benefits

Salary: USD 60,000 - 70,000 annually

Perks:Paid Leave401kHealth InsuranceParental LeaveEquity

Key Requirements

•Bachelor’s degree or equivalent professional experience.
•Experience in asset management, wealth management, or financial services.
•Demonstrated success in consultative sales, relationship management, or business development.
•Strong understanding of model portfolios, investment management, and advisor workflows.
•Series 7 and Series 66 (or Series 63/65 equivalent) required (or ability to obtain within the prescribed timeframe).

Experience:Asset managementWealth managementFinancial services

Education:Bachelor's

Skills:Relationship managementCommunicationPresentationInterpersonal skillsOrganizational skills

Certifications:Series 7Series 66Series 63Series 65

Tech Stack:SalesforceMicrosoft Office Suite

Company Brief

Invesco

Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Atlanta, United States

Founded: 1935

Website LinkedIn

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Invesco

1 day ago

Model Consultant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: California, Hawaii, Las Vegas

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Drive asset growth and market share of model portfolio solutions across California, Hawaii, and Las Vegas.
•Develop and execute territory business plans; prospect and cultivate relationships with advisors and platform partners to grow adoption.
•Serve as primary point of contact for model clients; conduct portfolio review meetings and lead retention and expansion initiatives.
•Deliver presentations and consultative guidance on model portfolios, portfolio construction, and practice management topics.
•Maintain a disciplined sales pipeline in Salesforce and coordinate with internal teams to execute client opportunities and track performance.

Travel: Extensive travel

Pay and Benefits

Salary: USD 60,000 - 70,000 annually

Perks:Paid Leave401kHealth InsuranceParental LeaveEquity

Key Requirements

•Bachelor’s degree or equivalent professional experience.
•Experience in asset management, wealth management, or financial services.
•Demonstrated success in consultative sales, relationship management, or business development.
•Strong understanding of model portfolios, investment management, and advisor workflows.
•Series 7 and Series 66 (or Series 63/65 equivalent) required (or ability to obtain within the prescribed timeframe).

Experience:Asset managementWealth managementFinancial services

Education:Bachelor's

Skills:Relationship managementCommunicationPresentationInterpersonal skillsOrganizational skills

Certifications:Series 7Series 66Series 63Series 65

Tech Stack:SalesforceMicrosoft Office Suite

Company Brief

Invesco

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Atlanta, United States

Founded: 1935

Website LinkedIn