Market Consultant WC
Market Consultant WC
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Salary Not Disclosed
1 Vacancy
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:
As a Market Consultant WC you will work as a team with the Market Leader and Internal Market Consultant to 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 advancing the client journey and delivering the Invesco Total Client Experience or Total CX. Through Invesco Total CX you will engage clients as a consultant adding value both as an investment partner and a business building/practice management advisor. 10-20% travel should be expected. Territory includes the Orange County and Los Angeles regions.
You will be responsible for:
High level work ethic
Entrepreneurial and growth mindset with a business owner mentality
Excellent listening skills coupled with strong presentation and interpersonal skills
Partnering with the Market Leader Internal Market Consultant and Division Sales Director to develop and implement a territory sales plan that aligns with the overarching firm plan and deploys/leverages the resources and specialists of Invesco at a high level
Developing differentiated client relationships including growing existing client relationships and developing new profitable relationships to reach maximum wallet share
Identifying and gaining access to advisors who present opportunities for Invesco investment strategies
Travel within the territory to conduct meetings with clients COIs and lead client events
Delivering product presentations to current and prospective Financial Advisors via face-to-face meetings telephone WebEx seminars and conferences
Utilizing a consultative approach delivering solutions before products to meet client needs and drive results
A digital and data-driven mentality to develop and carry out a strategic business plan including the adoption of technologies that improve efficiency and lead to an enhanced client experience
Executing a data-driven client segmentation strategy
Performing portfolio construction and manager selection consultations to clients with varying technical expertise (includes practice level CIOs CFAs and analyst gatekeepers)
The experience you bring:
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)
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
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
YesWorkplace Model
At Invesco our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time 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. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
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.
Invescos 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.
Required Experience:
Contract
Employment Type
Full-Time
