Market Leader RIA

Invesco
Denver, Seattle, Phoenix, Salt Lake City
Workplace: HybridFull timeUSD 110,000 - 120,000 annuallyFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Consultative selling","Presentation","Interpersonal skills","Listening","Growth mindset"]

Own consultative, long-term relationships with intermediary financial advisor clients to grow wallet share and increase adoption of Invesco products. Deliver differentiated insights through presentations and portfolio construction consultations, build a data-driven client segmentation strategy, and develop territory plans in partnership with the Division Sales Manager. Cover clients nationwide via a strategic travel rotation and use a digital, data-driven approach to improve efficiency and the client experience.

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Invesco
Invesco
1 week ago

Market Leader RIA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Own consultative, long-term relationships with intermediary financial advisor clients to grow wallet share and increase adoption of Invesco products. Deliver differentiated insights through presentations and portfolio construction consultations, build a data-driven client segmentation strategy, and develop territory plans in partnership with the Division Sales Manager. Cover clients nationwide via a strategic travel rotation and use a digital, data-driven approach to improve efficiency and the client experience.
Location: Denver, Seattle, Phoenix, Salt Lake City
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Build long-standing intermediary client relationships to grow existing accounts and develop new profitable relationships to maximize wallet share.
  • •Approach interactions as a consultant by identifying client needs and delivering insight-based education and portfolio construction consultations.
  • •Develop and complete a data-driven client segmentation strategy.
  • •Deliver product presentations to financial advisors via telephone, WebEx, office visits, cluster meetings, seminars, and conferences.
  • •Partner with the Division Sales Manager to create and implement a territory sales plan aligned with the division plan, including strategic travel rotation.
Travel: High travel

Pay and Benefits

Salary: USD 110,000 - 120,000 annually
Equity and Bonus:Equity
Perks:Paid Leave401k MatchingHealth InsuranceParental LeaveEquity

Key Requirements

  • •Series 7 and Series 63 required.
  • •5+ years of sales experience marketing investment products to financial advisors.
  • •Undergraduate/college degree or equivalent work experience.
  • •Strong technical investment knowledge of mutual funds, ETFs, SMAs, and Capital Markets.
  • •Excellent presentation and interpersonal skills, with a digital and data-driven approach to planning.
Experience:5+ yearsInvestment productsFinancial advisorsMutual fundsETFsCapital Markets
Education:Bachelor's
Skills:Consultative sellingPresentationInterpersonal skillsListeningGrowth mindset
Certifications:Series 7Series 63CFACIMA
Tech Stack:WebEx

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
WebsiteLinkedIn