Senior Retirement Consultant
Senior Retirement Consultant
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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
You Role:
Invesco is seeking a DCIO Senior Retirement Consultant to cover the Southeast region. The primary role of the Senior Retirement Consultant is to develop relationships with intermediaries to drive sales and retain assets within Defined Contribution Plans with both Advisors and assigned Home Office relationships.
You Will Be Responsible For:
- Developing and executing sales and retention strategies focused on maximizing Invescos penetration of the retirement market and increasing customer loyalty within the territory and with assigned Home Office firms.
- Credibly representing and positioning Invescos investment strategies including differentiating the firms strategies from competitor strategies
- Partnering with colleagues in Retail Distribution Institutional Distribution as well as Strategic Accounts Marketing and Regional Retirement Consultants to:
- Ensure alignment around business strategy capitalize on opportunities and to anticipate and overcome challenges
- Conducting effective group and individual presentations designed to educate and support retirement-focused financial advisors and their efforts to better serve their clients and prospects
The Experience You Bring:
- 5 years of sales experience with a significant portion of those years focused on marketing retirement products
- A verifiable and proven track record of success raising Defined Contribution assets across multiple years and varying market conditions in the all intermediary channels
- Relationships with key decision-makers and influencers within Invescos target firms and institutions
- A strong investment acumen and subject matter expertise in Retirement and DCIO as well as a deep understanding of the competitive landscape
- In-depth understanding of capital markets and the impact of economic factors
- Proven ability to analyze data create and implement a successful business plan and territory plan
- Demonstrated ability to think strategically build strong relationships and execute across varying market cycles
- Excellent listening skills with a natural inclination to focus on customer needs
- Strong presentation and communication skills
- Creativity and resourcefulness while remaining pragmatic and grounded
- Must reside within the territory
- Undergraduate degree required with strong record of academic achievement
- Series 7 & 63 required
- CFA CFP or CIMA designation preferred
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:
Senior IC
Employment Type
Full-Time
