Market Consultant
Phoenix, AZ - USA
Job Summary
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.
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
- 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
The salary range for this position in New York NY is $65K - $70K Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills experience and location
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
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