Sr ETF Specialist

Invesco
San Francisco, Los Angeles
Workplace: HybridFull timeUSD 160,000 - 175,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Client relationship building","Presentation skills","Communication","Interpersonal skills","Strategic thinking"]

Drive growth for an ETF platform by partnering with Consultants to expand market share and net sales across Invesco’s U.S.-listed ETFs. Serve as the primary ETF specialist supporting field efforts, developing business plans, delivering ETF and indexed strategy resources, and educating clients on strategies, positioning, and portfolio construction. Lead virtual, phone, and in-person presentations and respond to client questions on product features and performance, with travel up to 80%.

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FursaFursa
Invesco
Invesco
2 months ago

Sr ETF Specialist

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Last checked: 2 hours agoStatus: Live

Job Summary

Drive growth for an ETF platform by partnering with Consultants to expand market share and net sales across Invesco’s U.S.-listed ETFs. Serve as the primary ETF specialist supporting field efforts, developing business plans, delivering ETF and indexed strategy resources, and educating clients on strategies, positioning, and portfolio construction. Lead virtual, phone, and in-person presentations and respond to client questions on product features and performance, with travel up to 80%.
Location: San Francisco, Los Angeles
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Partner with Consultants to drive ETF market share growth and net sales across Invesco’s U.S.-listed ETF platform.
  • •Support Consultants in the field by developing targeted business plans and delivering ETF and Indexed Strategies resources.
  • •Deliver tailored client education on investment strategies, product positioning, and portfolio construction.
  • •Lead group and one-on-one presentations differentiating Invesco’s ETF platform across virtual, phone, and in-person settings.
  • •Serve as a trusted resource for client inquiries on ETF product features and performance and travel up to 80% to support client engagement.
Travel: High travel

Pay and Benefits

Salary: USD 160,000 - 175,000 annually
Perks:Paid LeaveHybrid Work401kHealth InsuranceParental LeaveEquity

Key Requirements

  • •Series 7 and Series 63 licenses required; CIMA or CFA preferred.
  • •Bachelor’s degree in business, finance, or related field.
  • •5+ years of investment experience with deep expertise in ETFs.
  • •Proven track record working with financial advisors and managing a territory.
  • •Excellent presentation, communication, and interpersonal skills with strong quantitative and analytical capabilities.
Experience:5+ yearsETFsCapital marketsAsset management
Education:Bachelor's in business, finance, or related field
Skills:Client relationship buildingPresentation skillsCommunicationInterpersonal skillsStrategic thinking
Licenses:Series 7Series 63
Certifications:Series 7Series 63CIMACFA

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