Regional Consultant
Regional Consultant
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Job Description
As one of the worlds leading asset managers Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities we provide a wide range of investment strategies and vehicles to our clients around the world.
If youre looking for challenging work smart colleagues and a global employer with a social conscience come explore your potential at Invesco. Make a difference every day!
Job Description
Your Role:
The Regional Consultant in partnership with a RVP Senior Consultant is responsible for building longstanding positive relationships with clients that improve longterm holdings of Invesco products and services. Serving on our internal sales desk you will be the voice of Invesco to clients and an integral part of furthering the client journey and attaining both revenue and profitability goals.
You will be responsible for:
- 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
- Conduct consultative relationshipbuilding sales calls with financial advisors and other licensed professionals
- Partner with the AVP Regional Consultant Manager and RVP Senior Consultant to develop and implement a territory sales plan
- Approach interactions as a consultant starting with client needs and optimally using internal resources needed to meet those needs including delivering insightbased education coaching and portfolio construction consultations
- Simplify the sophisticated investment universe applying portfolio construction and manager selection consultations to clients with varying technical expertise
- Develop and complete a datadriven client segmentation model including the consistent profiling of clients timely and accurate memorializing of all interactions into the firms CRM system and successful allocation of resources
- Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms
- Travel as needed within territory to conduct meetings with clients assist with client events and attend industry conferences
The experience you bring:
- 25 years of sales experience in financial services preferred
- An Undergraduate degree and/or equivalent work experience is required
- Completion of the CSC is required. Can be completed within a year of employment.
- Progress toward a CFP RFP is preferred.
- Additional professional designations (CIM CFA etc.; an asset.
- A current understanding (or strong desire to learn) 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 strategies 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 growth mindset with a businessowner mentality which is naturally drawn to opportunities innovation new value creation and looks to continuously improve own capabilities
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
NoWorkplace Model
At Invesco our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a fulltime employee compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week with two days working outside an Invesco office.
Whats in it for you
Our people are at the very core of our success and we strive to provide employees with a competitive total rewards package which includes:
Hybrid working environment
RRSP Contributions
Health & Wellness Benefits
Work flexibility Programs
Parental Leave Benefits
Study Support
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco is committed to fair and accessible employment practices. If selected for an interview we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.
Required Experience:
Contract
Employment Type
Full-Time
