Sr ETF Specialist

Invesco
Richmond, Washington DC, Philadelphia, Charlotte
Workplace: OnsiteFull timeUSD 180,000 - 190,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Strategic thinking","Relationship building","Presentation skills","Verbal and written communication","Quantitative analysis"]

Partner with market teams and ETF consultants to grow market share and net sales for Invesco’s US-listed ETF range across broker-dealers, RIAs, and private client groups. Build relationships within your territory, drive sales and awareness, and deliver tailored group and individual presentations. Support clients with fund feature/performance inquiries using capital markets, portfolio analytics, and investment research, while connecting ETF resources to internal stakeholders and index providers.

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Invesco
Invesco
2 days ago

Sr ETF Specialist

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Job Summary

Partner with market teams and ETF consultants to grow market share and net sales for Invesco’s US-listed ETF range across broker-dealers, RIAs, and private client groups. Build relationships within your territory, drive sales and awareness, and deliver tailored group and individual presentations. Support clients with fund feature/performance inquiries using capital markets, portfolio analytics, and investment research, while connecting ETF resources to internal stakeholders and index providers.
Location: Richmond, Washington DC, Philadelphia, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Collaborate with market teams to support ETF market share growth and net sales of US-listed ETFs.
  • •Drive sales and awareness with targeted ETF clients within the region.
  • •Educate clients with varying ETF knowledge on investment strategies, product positioning, and portfolio implementation.
  • •Conduct group and individual presentations to articulate and differentiate Invesco’s ETF platform.
  • •Serve as the main field contact for consultants and respond to client inquiries on fund features and performance.
Travel: Extensive travel

Pay and Benefits

Salary: USD 180,000 - 190,000 annually
Schedule:4-Day Week
Perks:Paid Leave401kHealth InsuranceParental LeaveEquityHybrid Work

Key Requirements

  • •Undergraduate degree in business, finance, or a related discipline.
  • •Minimum 5 years of investment-related experience with specific subject matter expertise in ETFs.
  • •5 years of client-facing or business development experience in a wholesale investment services environment with a proven track record of success.
  • •Strong knowledge and prior experience with ETFs.
  • •Series 7 & 63 registration required; CIMA or CFA preferred.
Experience:5+ yearsETFsAsset managementCapital markets
Education:Bachelor's in business, finance
Skills:Strategic thinkingRelationship buildingPresentation skillsVerbal and written communicationQuantitative analysis
Licenses:Series 7Series 63
Certifications:CIMACFASeries 7Series 63

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