About Invesco

As one of the worlds leading independent global investment firms Invesco is dedicated to rethinking possibilities for our clients. 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 intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.

Your Role

The Associate Private Markets 1031 Exchange Program will be responsible for providing 1031 exchange product support to the internal and external consultant teams across all channels (independent broker dealers regionals wire houses RIAs and home offices) and building long-standing trusted partnerships that enhance long-term holdings of Invesco products and services.

The position will represent Invesco in both prospecting and distributing our unique private placement offerings which provide investors with the ability to sell investment real estate and defer capital gain taxes under IRC Section 1031 and create the opportunity for passive diversification through an investment in one of our multi-billion real estate funds.

You will be responsible for:

• Clearly and effectively communicate with financial advisors investors tax and legal advisors about the Invesco Real Estate Exchange program and Invesco diversified and industrial real estate funds

• Work closely with internal external and hybrid consultants across all channels to generate 1031 exchange leads

• Identify sales opportunities and proactively conduct consultative relationship-building outbound calls and schedule meetings and conference calls

• Monitor and manage transactions from inception through the closing stage

• Partner with the closing team and other 1031 exchange team members regarding all firm Real Estate Exchange activity

• Help manage pipeline with our program manager and work to evolve the pipeline report for sales leadership

• Generate sales and marketing ideas to help better position the 1031 exchange program and working directly with marketing/compliance on the approval process

• Serve as the subject matter expert and in-house resource for colleagues and provide insights about commercial real estate REIT the 1031 exchange and the industry

• Coordinate and oversee the selling agreement process alongside Private Markets Support

• Develop and execute on a data-driven client model including the consistent profiling of clients timely and accurate documentation of all interactions (calls deal tracking) into the firms CRM system and development and delivery of comprehensive reporting

The experience you bring:

• 2-5 years of sales experience in financial services; experience with 1031 real estate exchanges and/or real estate closings a plus

• Knowledge of alternative investments and the wholesale distribution of financial products strongly preferred

• Demonstrated ability to be articulate and polished in explaining complex real estate tax and financial matters to all audiences including sophisticated HNW investors and financial tax and legal advisors

• A growth mindset with a business-owner mentality naturally drawn to opportunities innovation new value creation and looks to continuously improve own capabilities

• Must be able to work well in a team setting and multi-task in a fast-paced environment

• Comfort with public speaking on conference calls at virtual meetings and industry events with advisors clients and tax/legal professionals

• Strong work ethic and high integrity

• Consultative client first approach delivering solutions not products to meet needs and get results

• Excellent written and verbal communication skills

• Travel as needed with consultants and sales management to conduct meetings with clients assist with client events and attend industry conferences

• College degree or equivalent experience required (MBA CFA or CFP a plus)

License / Registration / Certification:

• FINRA Series 7 license required for role

The salary range for this position in New York is $130000 - $150000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills experience and location.

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

Workplace Model

Pursuant to Invescos Workplace Policy employees are expected to comply with the firms 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 others growth and development.

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.