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Invesco

Global asset management and investment solutions

Market Leader

Asset ManagementConfirmed live in the last 24 hours
Full-timeSeattle, WA, USA

About the Job

Requirements

  • Series 7 and 63 licenses are required.
  • An undergraduate or college degree, or equivalent work experience, is required.
  • At least five years of sales experience marketing investment products to financial advisors is required.
  • Technical investment expertise is required, including strong knowledge of mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), their competitive landscape, capital markets, and the impact of economic factors.
  • Strong listening, presentation, and interpersonal skills are required, with a focus on meeting client needs.
  • A digital and data-driven approach is required to develop and carry out a strategic business plan, including adopting technologies that improve efficiency and enhance the client experience.
  • A growth mindset and business-owner mentality are required.

Responsibilities

  • Build long-standing, positive relationships with intermediary clients to improve long-term holdings of Invesco products and services.
  • Grow existing client relationships and develop new profitable relationships to maximize wallet share.
  • Use a consultative, client-first approach to identify client needs, use internal resources to meet those needs, and 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 to cover smaller boutique firms across the country and clients in non-metropolitan areas.
  • Partner with the Division Sales Manager to create and implement a territory sales plan aligned with the division plan.

Desired Qualifications

  • A CFA, CIMA, or similar certification is a plus.

About the Company

Invesco

Global asset management and investment solutions

Invesco provides investment management services to retail and institutional clients worldwide. It manages a broad mix of assets, including mutual funds, exchange-traded funds (ETFs), and private equity, and earns revenue mainly from management fees on assets under management. The company serves clients in more than 150 countries, offering diverse investment opportunities across public and private markets. Its product line relies on market performance, meaning returns and assets under management rise and fall with financial conditions. Invesco differentiates itself through its global footprint and range of investment vehicles, aiming to grow assets under management by attracting clients and offering access to a wide set of investment options. The company’s goal is to deliver value for clients by managing assets responsibly and efficiently while expanding its global presence and assets under management over time.

Company size
501-1,000
Company stage
IPO
Headquarters
Henley-on-Thames, United Kingdom
Founded
1935

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