Market Consultant
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
9 hours ago
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:
As a Market Consultant you will 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 fostering the client journey.
Responsibilities of the role:
- Develop differentiated client relationships including growing existing client relationships and developing new profitable relationships to reach maximum wallet share
- Approach all interactions as a consultant starting with client needs and optimally maximizing internal resources needed to meet those needs including delivering insight-based education coaching and portfolio construction consultations
- Perform portfolio construction and manager selection consultations to clients with varying technical expertise (includes practice level CIOs CFAs and analyst gatekeepers)
- Develop and complete a data-driven client segmentation strategy
- Deliver product presentations to current and prospective Financial Advisors via telephone WebEx office visits cluster meetings seminars and conferences
- Build and implement strategic travel rotation to cover smaller boutique firms across the country and clients in non-metropolitan areas
- Partner with the Division Sales Director to develop and implement a territory sales plan which is aligned with the overarching division plan
Requirements of the role:
- 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)
- Background in and knowledge of capital markets the mutual fund and ETF industry and products is crucial
- Consultative client first approach delivering solutions not products 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 digital and data-driven mentality to develop and execute on a strategic business plan including the adoption of technologies that improve efficiency and lead to an enhanced client experience
- 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
- A growth mindset with a business-owner mentality
The salary for this position is $70000/ 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:
Contract
Key Skills
- Microsoft Access
- SQL
- Analysis Skills
- Microsoft Powerpoint
- Securities Law
- Data Mining
- Investment Banking
- Market Research
- Microsoft Excel
- Visual Basic
- Bloomberg
- Data Analysis Skills
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
