I

Invesco

Global asset management and investment solutions

Market Consultant Business Development

Field SalesConfirmed live in the last 24 hours
Full-timeWashington, DC, USA$65k - $75k /yr

About the Job

Requirements

  • At least 2 years of asset management sales experience.
  • An undergraduate or college degree, or equivalent, is preferred.
  • Series 7 and Series 63 licenses are required; Series 63/65 may be substituted for Series 66.
  • Technical investment expertise, including strong knowledge of mutual funds, exchange-traded funds, separately managed accounts, and their competitive landscape, as well as an in-depth understanding of capital markets and the impact of economic factors.
  • Must live within the Washington D.C./Northern Virginia territory.
  • Expected to travel 10–20%.

Responsibilities

  • Partner with the Washington D.C./Northern Virginia Market Leader, Internal Market Consultant, and Mid-Atlantic Division Sales Director to develop and implement a territory sales plan aligned with the firm plan, deploying and leveraging Invesco resources and specialists.
  • Identify and gain access to advisors who present opportunities for Invesco investment strategies.
  • Travel within the territory to conduct client meetings, meet centers of influence, and lead client events.
  • Develop differentiated client relationships by growing existing relationships and developing new profitable relationships to reach maximum wallet share.
  • Deliver product presentations to current and prospective Financial Advisors through face-to-face meetings, telephone, WebEx, seminars, and conferences.
  • Use a consultative approach to deliver solutions before products to meet client needs and drive results.
  • Use digital and data-driven approaches to develop and carry out a strategic business plan, including adopting technologies that improve efficiency and enhance client experience.
  • Execute a data-driven client segmentation strategy.
  • Perform portfolio construction and manager selection consultations for clients with varying technical expertise, including practice-level chief investment officers, Chartered Financial Analysts, and analyst gatekeepers.

Desired Qualifications

  • A Certified Financial Planner, Chartered Financial Analyst, Certified Investment Management Analyst, 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

Recently Posted Jobs

Explore more opportunities at Invesco

See more jobs