Practice Engagement Specialist
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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.
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
Job Description
The Role:
The Practice Engagement Specialist will work directly with clients within their area of specialty focusing on improvement in the critical dimensions of our clients systems processes and talent growth within their businesses. The PES will provide the coaching and speaking capacity needed for both field and corporate clients. Another important goal of the Practice Engagement Specialist is to support our internal sales teams with the goal of elevating their consulting and coaching capabilities. This role will report directly to the Managing Director of Executive Consulting but work collaboratively with IGCs leadership team Executive Consultants and other internal stakeholders (e.g. Marketing WMP etc.).
Responsibilities of the role:
- The Practice Engagement Specialist (PES) will provide specific coaching and consulting services directly to clients designed to improve the efficiency and effectiveness of an advisors practice. This includes helping advisors create additional capacity in their business improve their client onboarding process discovery skills annual review process and more.
- Support our team of Executive Consultants by working together to assist Invescos Top Clients and Top Financial Professional this capacity they will be positioned as a specialist and part of the Executive Consultants team.
- Engage directly with our clients who have completed the Practice Innovation Index. Specifically they will lead our PII coaching debrief sessions following the completion of the diagnostic tool.
- Conduct presentations and hands-on workshops within their area of specialty. This includes events initiated through our field-led COI activities events requested by our platform clients in support of corporate partnerships and other related initiatives that may involve project management and/or group coaching deliverables.
- Act as a resource and coach for Market Leaders Market Consultants and professionals on Invescos internal sales desk in support of their continued evolution and elevation of the consultative TCX journey. This will include coaching and mentoring on TCX select content within Invesco Global Consulting business strategy and general skill development.
- Support our team of Executive Consultants and Market Leaders with the design and delivery of solutions focused on the DSD/MLs Center of Influence connections.
Experience required for the role:
- 5 years of experience in consulting coaching and executing content strategies.
- Excellent presentation skills strong attention to detail and ability to manage multiple priorities.
- Proven success in partnering with senior leadership and incorporating feedback.
- Strong relationship management within asset management/financial services for institutional and retail clients.
- Brings fresh ideas informed by research and industry trends; thrives in agile entrepreneurial environments.
- Bachelors degree (or equivalent experience); Series 6/7 and 63 preferred.
The salary range for this position in Non-Office - USA is $200000 Base/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
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
YesWorkplace 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.
Required Experience:
IC
Key Skills
- Practice Management
- Veterinary Experience
- Enterprise Architecture
- Office Manager Experience
- Enterprise Software
- Healthcare Management
- IaaS
- TOGAF
- Medical office experience
- Conflict Management
- COBIT
- Customer relationship management
About Company
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies, ... View more
