Market Leader RIA
Invesco
Cleveland, Pittsburgh, Columbus, Cincinnati
Workplace: OnsiteFull timeUSD 90,000 - 100,000 annuallyFunction: Administration & Executive AssistanceExperience: 7+ yearsEducation: bachelorsSkills: ["Consultative approach","Communication","Presentation","Active listening","Self-driven"]Build and maintain trusted relationships with high-end Registered Investment Advisory firms and Multi-Family Offices across your assigned territory. Serve as the client-facing face of Invesco, using consultative guidance to uncover needs, deliver insight-based education, and grow wallet share through sales growth and asset retention. Execute a data-driven client segmentation strategy, lead an internal support team, and travel within the territory to meet clients and drive key events.
