Invesco

3 weeks ago

Internal Market Consultant

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Manage trusted partnerships with intermediary clients and drive proactive engagements to expand wallet share and long-term holdings of Invesco products. Lead consultative calls, webinars, and meetings with financial advisors to position offerings, communicate firm updates, and provide ongoing support. Use portfolio analytical tools, territory ranking, and data-driven outreach to identify prospects. Accurately document interactions in the CRM system and coordinate specialist team participation as needed.

Location: Atlanta

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Collaborate on a strategic territory plan and build strong client relationships to increase wallet share and deliver Total Client Experience (Total CX).
•Use portfolio analytical tools to identify products and services that optimize client portfolios.
•Lead consultative calls, webinars, and meetings with financial advisors and other licensed professionals to promote and support Invesco products.
•Conduct daily territory analysis using a firm ranking system and service model stratification, and use data to prioritize prospective clients.
•Accurately document client interactions in the CRM system and coordinate specialist team involvement when needed.

Travel: Low travel

Pay and Benefits

Perks:Paid LeaveHybrid Work401kParental LeaveEquity

Key Requirements

•2-5 years of consultative selling experience in financial services (preferred).
•College degree or equivalent experience (MBA, CFA, CFP, and CIMA are a plus).
•FINRA Series 7 and 63/65 or 66 required; must acquire required licenses within a firm-defined time period.
•Strong understanding (or strong desire to learn) of capital markets, mutual funds, ETFs, and other investment solutions and economic factors.
•Consultative, client-first approach with strong listening, presentation, and interpersonal skills.

Experience:2-5 yearsFinancial servicesCapital marketsInvestments

Education:Bachelor's

Skills:IntegrityPresentationInterpersonal skillsListeningGrowth mindset

Licenses:FINRA Series 7FINRA Series 63/65FINRA Series 66

Tech Stack:CRMWebinars

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

Website LinkedIn

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Invesco

3 weeks ago

Internal Market Consultant

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: Atlanta

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Collaborate on a strategic territory plan and build strong client relationships to increase wallet share and deliver Total Client Experience (Total CX).
•Use portfolio analytical tools to identify products and services that optimize client portfolios.
•Lead consultative calls, webinars, and meetings with financial advisors and other licensed professionals to promote and support Invesco products.
•Conduct daily territory analysis using a firm ranking system and service model stratification, and use data to prioritize prospective clients.
•Accurately document client interactions in the CRM system and coordinate specialist team involvement when needed.

Travel: Low travel

Pay and Benefits

Perks:Paid LeaveHybrid Work401kParental LeaveEquity

Key Requirements

•2-5 years of consultative selling experience in financial services (preferred).
•College degree or equivalent experience (MBA, CFA, CFP, and CIMA are a plus).
•FINRA Series 7 and 63/65 or 66 required; must acquire required licenses within a firm-defined time period.
•Strong understanding (or strong desire to learn) of capital markets, mutual funds, ETFs, and other investment solutions and economic factors.
•Consultative, client-first approach with strong listening, presentation, and interpersonal skills.

Experience:2-5 yearsFinancial servicesCapital marketsInvestments

Education:Bachelor's

Skills:IntegrityPresentationInterpersonal skillsListeningGrowth mindset

Licenses:FINRA Series 7FINRA Series 63/65FINRA Series 66

Tech Stack:CRMWebinars

Company Brief

Invesco

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

Website LinkedIn