Market Leader

Invesco
Seattle, Alaska
Workplace: HybridFull timeUSD 70,000 - 75,000 annuallyFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Consultative client approach","Listening","Presentation","Interpersonal skills","Data-driven mindset"]

Build and expand relationships with intermediary clients to grow long-term holdings of Invesco products across the Greater Seattle and Alaska territory. Serve as Invesco’s face with a consultative, client-first approach—using internal resources to deliver insight, education, mentoring, and portfolio construction consultations. Execute a data-driven client segmentation strategy, present products to Financial Advisors via phone/WebEx and in-person events, and partner with the Division Sales Manager on the territory sales plan.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Invesco
Invesco
1 month ago

Market Leader

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build and expand relationships with intermediary clients to grow long-term holdings of Invesco products across the Greater Seattle and Alaska territory. Serve as Invesco’s face with a consultative, client-first approach—using internal resources to deliver insight, education, mentoring, and portfolio construction consultations. Execute a data-driven client segmentation strategy, present products to Financial Advisors via phone/WebEx and in-person events, and partner with the Division Sales Manager on the territory sales plan.
Location: Seattle, Alaska
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Develop and grow client relationships to reach maximum wallet share, including creating new profitable relationships.
  • •Approach interactions as a consultant—identify client needs and use internal resources to deliver insight-based education, mentoring, and portfolio construction consultations.
  • •Develop and complete a data-driven client segmentation strategy.
  • •Deliver product presentations to current and prospective Financial Advisors via telephone, WebEx, office visits, cluster meetings, seminars, and conferences.
  • •Build and implement a strategic travel rotation and partner with the Division Sales Manager to create and implement a territory sales plan aligned with the division plan.

Pay and Benefits

Salary: USD 70,000 - 75,000 annually
Perks:Paid LeaveHealth InsuranceParental Leave401kEquity

Key Requirements

  • •Series 7 and Series 63 required.
  • •Five or more years of sales experience marketing investment products to financial advisors.
  • •Strong technical investment expertise including mutual funds, ETFs, SMAs, and understanding of capital markets and economic factors.
  • •Undergraduate/college degree or equivalent work experience required.
  • •Excellent listening, presentation, and interpersonal skills with a digital/data-driven mindset for strategic business planning.
Experience:5+ years
Education:Bachelor's
Skills:Consultative client approachListeningPresentationInterpersonal skillsData-driven mindset
Licenses:Series 7Series 63
Certifications:Series 7Series 63CFACIMA
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