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.

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Invesco
Invesco
1 month ago

Market Leader RIA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

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.
Location: Cleveland, Pittsburgh, Columbus, Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Develop differentiated relationships with high-end RIAs to maximize Invesco wallet share through sales growth, asset retention, and brand building.
  • •Identify and gain access to RIAs with opportunities for Invesco investment strategies.
  • •Implement and execute a data-driven client segmentation strategy.
  • •Consult with clients by uncovering needs and leveraging resources (education, business/practice management expertise, coaching, and portfolio construction).
  • •Lead and deploy a team of internal partners and specialists while traveling within the territory to conduct meetings and lead client events.
Travel: Medium travel

Pay and Benefits

Salary: USD 90,000 - 100,000 annually
Perks:Paid Leave401kHealth InsuranceParental LeaveEquity

Key Requirements

  • •7+ years of asset management sales experience.
  • •Undergraduate degree required (advanced degree a plus).
  • •Series 7 and 63 required; may need to obtain 65 and/or 66 in the future.
  • •CFA, CIMA, CAIA, CFP, or other designations are a plus.
  • •Consultative, client-first approach with strong presentation, communication, and listening skills.
Experience:7+ yearsAsset managementInvestment managementCapital markets
Education:Bachelor's
Skills:Consultative approachCommunicationPresentationActive listeningSelf-driven
Licenses:Series 7Series 63Series 65Series 66
Certifications:Series 7Series 63CFACIMACAIACFP

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