Market Consultant PCG

Invesco
Miami
Workplace: OnsiteFull timeUSD 65,000 - 70,000 annuallyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Presentation skills","Interpersonal skills","Consultative approach","Data-driven thinking","Entrepreneurial mindset"]

Build and maintain trusted intermediary relationships in the Greater Miami territory to grow long-term holdings of Invesco products. Partner with Market and Internal Market leadership to develop and execute a territory sales plan, identify advisor opportunities, and deliver consultative investment solutions through presentations, meetings, and events. Use a digital, data-driven approach to segment clients and provide portfolio construction and manager-selection guidance.

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FursaFursa
Invesco
Invesco
1 day ago

Market Consultant PCG

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Last checked: 9 hours agoStatus: Live

Job Summary

Build and maintain trusted intermediary relationships in the Greater Miami territory to grow long-term holdings of Invesco products. Partner with Market and Internal Market leadership to develop and execute a territory sales plan, identify advisor opportunities, and deliver consultative investment solutions through presentations, meetings, and events. Use a digital, data-driven approach to segment clients and provide portfolio construction and manager-selection guidance.
Location: Miami
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop and implement a territory sales plan with Market Leader, Internal Market Consultant, and Southeast Division Sales Director.
  • •Identify and gain access to advisors who present opportunities for Invesco investment strategies.
  • •Grow existing client relationships and develop new profitable relationships to maximize wallet share.
  • •Deliver product and investment presentations via face-to-face meetings, phone, WebEx, seminars, and conferences.
  • •Execute data-driven client segmentation and provide portfolio construction and manager-selection consultations.
Travel: Medium travel

Pay and Benefits

Salary: USD 65,000 - 70,000 annually
Perks:Paid Leave401kParental LeaveHealth InsuranceEquity

Key Requirements

  • •3+ years of asset management sales experience.
  • •Series 7 and 63 required (63/65 can be substituted for the 66).
  • •Technical investment expertise in mutual funds, ETFs, and SMAs, plus knowledge of capital markets and economic factors.
  • •Strong presentation, interpersonal, and listening skills.
  • •CFA or CIMA (or similar) certification is a plus.
Experience:3+ yearsAsset managementInvestment management
Education:Bachelor's
Skills:Presentation skillsInterpersonal skillsConsultative approachData-driven thinkingEntrepreneurial mindset
Licenses:Series 7Series 63
Certifications:CFACIMA
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