Market Consultant

Invesco
Phoenix, Salt Lake City
Workplace: HybridFull timeUSD 65,000 - 70,000 annuallyFunction: SalesEducation: bachelorsSkills: ["Listening","Presentation","Interpersonal skills","Consultative approach","Entrepreneurial mindset"]

Develop and execute a territory sales plan in partnership with market and division leaders, building differentiated advisor relationships to grow existing business and win new opportunities. Deliver consultative product presentations through face-to-face meetings, phone, WebEx, seminars, and conferences, while using digital, data-driven approaches for client segmentation and portfolio construction/manager selection. Travel within the territory to support client meetings and lead events.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Invesco
Invesco
1 day ago

Market Consultant

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 minutes agoStatus: Live

Job Summary

Develop and execute a territory sales plan in partnership with market and division leaders, building differentiated advisor relationships to grow existing business and win new opportunities. Deliver consultative product presentations through face-to-face meetings, phone, WebEx, seminars, and conferences, while using digital, data-driven approaches for client segmentation and portfolio construction/manager selection. Travel within the territory to support client meetings and lead events.
Location: Phoenix, Salt Lake City
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Partner with market and division leaders to develop and implement a territory sales plan aligned with the firm plan
  • •Grow client relationships and build new profitable relationships to maximize wallet share
  • •Identify and gain access to advisors who present opportunities for the firm’s investment strategies
  • •Deliver product presentations to financial advisors via face-to-face meetings, telephone, WebEx, seminars, and conferences
  • •Use a digital and data-driven approach to execute client segmentation and perform portfolio construction/manager selection consultations

Pay and Benefits

Salary: USD 65,000 - 70,000 annually
Equity and Bonus:Equity
Perks:Paid Leave401k MatchingHealth InsuranceParental LeaveEquity

Key Requirements

  • •3+ years of asset management sales experience
  • •Undergraduate/college degree or equivalent preferred
  • •CFA or CIMA (or similar) certification is a plus
  • •Series 7 and 63 required (63/65 can be substituted for the 66)
  • •Strong technical investment knowledge of mutual funds, ETFs, and SMAs and their competitive landscape, plus capital markets and economic factors
Experience:Asset managementCapital markets
Education:Bachelor's
Skills:ListeningPresentationInterpersonal skillsConsultative approachEntrepreneurial mindset
Licenses:Series 7Series 63Series 65Series 66
Certifications:CFACIMASeries 7Series 63Series 65Series 66
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