I

Invesco

Global asset management and investment solutions

Market Leader RIA

Field SalesConfirmed live in the last 24 hours
Full-time$90k - $100k /yr

About the Job

Requirements

  • At least 7 years of asset management sales experience.
  • An undergraduate degree is required.
  • Series 7 and Series 63 are required; Series 65 and/or Series 66 may need to be obtained in the future.
  • Technical investment expertise, including superior knowledge of mutual funds, exchange-traded funds, separately managed accounts, private markets, their competitive landscape, and capital markets.
  • Ability to develop and execute a strategic business plan, including client segmentation, resource allocation, internal network relationship building, and effective deployment of internal stakeholders within a team-based environment.
  • Listening skills focused on client needs, along with presentation and communication skills.
  • A data-driven mindset to develop and execute a strategic business plan, including adopting technologies that improve efficiency, enhance client experience, and support sustainable business growth.

Responsibilities

  • Build long-standing trusted partnerships with large registered investment advisory firms and multi-family offices to maximize long-term holdings of Invesco products and solutions.
  • Represent Invesco to clients and advance the client journey by providing investment partnership, business-building advice, and practice-management guidance.
  • Develop relationships with high-end registered investment advisory firms in Michigan, Ohio, Pennsylvania, Kentucky, and western upstate New York, including existing and new relationships, to grow sales, retain assets, and strengthen Invesco's brand in the territory.
  • Identify and gain access to registered investment advisory firms with opportunities for Invesco investment strategies.
  • Implement and execute a data-driven client segmentation strategy.
  • Travel within the territory to meet with clients and centers of influence and lead client events.
  • Approach client interactions as a consultant by uncovering needs and leveraging resources, including insight-based education, business and practice-management expertise, coaching, and portfolio-construction consultations.
  • Lead and deploy a team that includes an internal partner and various specialists to support territory success.
  • Engage with clients and prospects with varying levels of technical expertise, including business leaders, chief investment officers, chartered financial analysts, and analyst gatekeepers.

Desired Qualifications

  • An advanced degree is a plus.
  • Chartered Financial Analyst, Certified Investment Management Analyst, Chartered Alternative Investment Analyst, Certified Financial Planner, or other professional designations are 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