Job Description

Invesco Market Consultant

As a Market Consultant, you will build long-standing trusted partnerships with intermediary clients that increase long-term holdings of Invesco products and services. Serving as the face of Invesco to clients, you will be an integral part of fostering the client journey.

Responsibilities of the role include:

• Develop differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum wallet share
• Approach all interactions as a consultant, starting with client needs and optimally maximizing internal resources needed to meet those needs, including delivering insight-based education, coaching, and portfolio construction consultations
• Perform portfolio construction and manager selection consultations to clients with varying technical expertise (includes practice level CIOs, CFAs, and analyst gatekeepers)
• Develop and complete a data-driven client segmentation strategy
• Deliver product presentations to current and prospective Financial Advisors via telephone, WebEx, office visits, cluster meetings, seminars, and conferences
• Build and implement strategic travel rotation to cover smaller boutique firms across the country and clients in non-metropolitan areas
• Partner with the Division Sales Director to develop and implement a territory sales plan which is aligned with the overarching division plan

Requirements of the role include:

• 3+ years of asset management sales experience; undergraduate, college degree or equivalent preferred; CFA, CIMA or similar certification a plus; Series 7 and 63 required (63/65 can be substituted for the 66)
• Background in and knowledge of capital markets, the mutual fund and ETF industry and products is crucial
• 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 client needs coupled with strong presentation and interpersonal skills
• A digital and data-driven mentality to develop and execute on a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience
• Technical investment expertise including superior knowledge of mutual funds, ETFs, SMAs, and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors
• A growth mindset with a business-owner mentality

The salary for this position is $70,000/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience, and location.

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

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