Full-Time
Regional Vice President Senior Consultant
Posted on 11/7/2025
Invesco
501-1,000 employees
Global asset management and investment solutions
No salary listed
Montreal, QC, Canada
Hybrid
Hybrid role; four days per week in-office required.
 Finance & Banking (1) |
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- 5+ years of asset management sales success targeting financial advisors, family offices, and private investment counsels.
- An Undergraduate degree and/or equivalent work experience is required
- Completion of the Canadian Securities Course (CSC) is required and progress toward a Certified Financial Planner (CFP) designation is preferred.
- Additional professional designations (CIM, CFA, etc.) are an asset.
- A growth mindset with a business-owner mentality.
- Consultative, client first approach, delivering solutions, not products, to meet client needs and get results.
- Excellent listening skills with a natural inclination to focus on customer needs coupled with strong presentation and communication skills.
- A digital and data-driven mentality with a consistent record of developing and executing on a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience.
- Technical investment expertise including outstanding knowledge of mutual funds, exchange-traded funds, separately managed accounts and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors.
- Develop differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum market share with the advisor community including family offices and private investment counsels.
- Approach client interactions as a consultant, starting with client needs and optimally using internal resources to meet those needs.
- Deliver insight-based education, business/practice management expertise, coaching, and portfolio construction consultations.
- Perform portfolio construction and manager selection consultations to clients with varying technical expertise.
- Deliver a combination of organic sales growth, asset retention, and client dedication scores within assigned territory
- In conjunction with regional team and sales leadership, develop the annual sales plan, strategies, and actions to meet or exceed sales objectives.
- Represent Invesco at industry and key client events to further position Invesco as a best-in-class provider of enduring 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
Simplify's Take
What believers are saying
- ETF and index inflows drove $18.6 billion in Q1 2026.
- China joint-venture inflows reached $8.7 billion, expanding regional distribution.
- Adjusted operating margin rose to 34.5%, showing operating leverage.
What critics are saying
- BlackRock, Vanguard, and Fidelity keep compressing Invesco's ETF fees.
- Higher technology and integration spending can trigger sharp margin deterioration.
- China JV inflows expose growth to regulation, capital controls, and partner friction.
What makes Invesco unique
- Pure-play investment manager spanning active, passive, and alternatives.
- Global platform across 25+ countries supports institutional and retail distribution.
- Specialized teams like Invesco Great Wall and Invesco Perpetual localize strategies.
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Your Connections
People at Invesco who can refer or advise you
Benefits
Unlimited Paid Time Off
Hybrid Work Options
401(k) Company Match
Health Insurance
Parental Leave
Employee Stock Purchase Plan
Company News
Invesco Ltd. reported preliminary assets under management of $2.26 trillion for February 2026, up 1.2% from the previous month. The asset manager recorded $4.7 billion in net long-term inflows and $13.5 billion in money market inflows during the month. Favourable market returns increased AUM by $9 billion, partially offset by a $1.1 billion negative foreign exchange impact. On 6 March, Evercore ISI analyst Glenn Schorr lowered Invesco's price target to $29 from $31 whilst maintaining an In Line rating. Previously, the company reported fourth-quarter adjusted earnings per share of 62 cents, beating the 58-cent consensus estimate, with revenue of $1.26 billion against expectations of $1.25 billion.
RBC Capital has reduced its price target for Invesco to $33 from $35 whilst maintaining an Outperform rating following the asset manager's fourth-quarter results. The adjustment reflects concerns over the company's 2026 expense estimates, though analyst Kenneth Lee considers the overall impact minimal. Invesco reported earnings per share of $0.62, beating market expectations of $0.57, but revenue of $1.23 billion fell slightly short of the expected $1.24 billion. Despite the reduced price target, RBC Capital maintains its positive investment thesis, projecting stronger organic growth and incremental margin improvements to 37%-38% in 2026/2027 through operating leverage. Invesco is a global investment management firm offering actively and passively managed funds, ETFs and alternative investments to retail and institutional clients.
Invesco reported fourth-quarter revenue of $1.26 billion, beating analyst estimates of $1.25 billion. However, operating margin plunged to -116%, down from 26.9% a year earlier, prompting negative market reaction despite the revenue beat. CEO Andrew Schlossberg attributed the margin compression to higher expense growth, increased technology investments and ongoing acquisition integration costs. Management stated that operational efficiency programmes are underway but will take several quarters to materialise fully. Adjusted earnings per share reached $0.62, exceeding the $0.58 estimate. CFO Allison Dukes said most integration expenses should subside by year-end, though some technology investments may continue. The company expects long-term margin improvement as digital adoption scales, despite near-term cost pressures affecting profitability.
Invesco, the Atlanta-based global investment management company with a $12.1 billion market cap, has outperformed the broader market with shares gaining 42% over the past 52 weeks, compared to the S&P 500's 14.3% rally. The company reported mixed Q4 2025 results on 27 January, with adjusted earnings per share of $0.62 beating consensus estimates. Net revenue rose 6.1% year-over-year to $1.26 billion, whilst assets under management reached approximately $2.2 trillion. Analysts expect Invesco's earnings per share to grow 31% year-over-year to $2.66 for fiscal 2026. Among 13 analysts covering the stock, the consensus rating is "Moderate Buy", with five "Strong Buy", one "Moderate Buy" and seven "Hold" ratings. RBC Capital Markets recently upgraded Invesco to "Outperform" with a $35 price target.
Invesco reported fourth-quarter revenue of $1.26 billion, up 8.8% year-on-year and beating Wall Street estimates by 1.1%. The asset management firm's non-GAAP earnings of $0.62 per share exceeded analyst expectations by 7.1%. Assets under management reached $2.2 trillion, surpassing estimates of $2.17 trillion and representing 19.2% year-on-year growth. Pre-tax profit was $457.8 million with a 36.4% margin. Founded in 1935, Invesco offers investment solutions across equities, fixed income, alternatives and multi-asset strategies. However, the company has struggled with long-term growth, with trailing 12-month revenue of $4.66 billion roughly matching levels from five years ago. Recent performance shows improvement, with annualised revenue growth of 4% over the past two years.