Full-Time
Internal Market Consultant
Posted on 11/23/2025
Invesco
501-1,000 employees
Global asset management and investment solutions
No salary listed
Company Does Not Provide H1B Sponsorship
Atlanta, GA, USA
In Person
Four days per week in-office requirement.
 Finance & Banking (1) |
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- College degree or equivalent experience required (MBA, CFA, CFP, & CIMA a plus)
- FINRA Series 7 and 63/65 or 66 required for role
- 2-5 years of sales experience in financial services preferred
- A current understanding of capital markets, mutual funds, ETFs, other investment solutions, and impact of economic factors
- Strong work ethic, high integrity, and strong values
- Motivated to achieve success and grow with the firm
- Consultative, client first approach, delivering solutions, not products, to meet needs and get results
- Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills
- A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities
- Proactively developing and maintaining diverse and strong client relationships, which showcase and differentiate our products, to grow our client base and enhance our wallet share
- Conducting outbound sales calls with financial advisors and other licensed professionals to promote and sell our products, communicate firm updates, build relationships, and provide ongoing client support
- Crafting personalized digital communications, including thought leadership content, practice management, and capital market insights
- Working closely with an Internal Sales Manager and Market Leader/Market Consultant to develop and implement a strategic territory sales plan to deepen and broaden client relationships, elevate client loyalty, grow sales, and identify new opportunities for our suite of products
- Assisting Market Leaders with our “team of teams” strategy by determining and coordinating which specialist teams to include in client engagements across our segmented client base
- Applying portfolio analytical tools to identify products and services to clients regarding portfolio optimization
- Consulting and delivering on our Total Client Experience (Total CX) platform by partnering with financial professionals to Connect with their Clients, Enhance their Business, and Optimize their Portfolios
- Utilizing data to locate and prioritize prospective clients while supervising progress for goals regarding sales
- Performing daily activities to lead the territory effectively using a firm ranking system and stratification of the service model, which aids in addressing the complexities of the territory
- Assisting clients across diverse levels of technical expertise to navigate the sophisticated investment world by providing them with portfolio building and fund selection guidance
- Delivering a high-quality client experience that supports sales and client relationships by providing research and administrative assistance
- Actively and accurately documenting all client interactions into the Customer Relationship Management (CRM) system to ensure the integrity of our data, as well as deepen expertise within the system
- Engaging in a comprehensive training curriculum that improves competencies in business administration, consultancy and development, leadership and influence, investment discipline communication, technical comprehension, and product and industry knowledge
- Traveling as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences
- MBA, CFA, CFP, & CIMA a plus
- 2-5 years of sales experience in financial services preferred
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
- Q1 2026 saw $21.8B net inflows, 11th straight quarter of organic growth.
- ETFs and Index drove $18.6B inflows; China JV added $8.7B in Q1 2026.
- Adjusted operating margin hit 34.5% in Q1 2026, up 300bps year-over-year.
What critics are saying
- BlackRock's $2.8T ETF scale compresses Invesco's fees within 6-12 months.
- Vanguard's low-cost funds capture 40% new flows, eroding Invesco's active share.
- Q4 2025 margin collapsed to -116%; integration delays miss 2026/2027 targets.
What makes Invesco unique
- Invesco pioneered active ETFs in 2008, blending active management with ETF liquidity.
- ETFs comprise 40% of Invesco's $2.2T AUM as of March 2026.
- Invesco manages tokenized US government securities via Superstate from Q2 2026.
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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.