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Invesco

Global asset management and investment solutions

Market Leader - Business Development

Account ManagementPosted on Nov 13
Full-time$70k - $75k /yrIn-person

About the Job

Requirements

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

Responsibilities

  • Develop differentiated client relationships by growing existing relationships and developing new profitable relationships to reach maximum wallet share.
  • Approach interactions as a consultant, starting with client needs and using internal resources to meet them, including 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 by 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 overarching 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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