Market Leader RIA
Cleveland, TN - 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
The Professional Buyer Market Leader will build long-standing trusted partnerships with large Registered Investment Advisory firms and Multi-Family Offices that maximize long-term holdings of Invesco products and solutions. Serving as the face of Invesco to clients you will be an integral part of furthering the client journey and delivering the Invesco Total Client Experience or Total CX. Through Invesco Total CX you will engage clients as a consultant adding value both as an investment partner and a business building and practice management advisor.
You will be responsible for:
Developing differentiated client relationships with high end RIAs in MI OH PA KY and Western Update NY. These relationships include both existing and new ones that maximize Invesco wallet share through sales growth asset retention and growing the Invesco brand within the territory
High level work ethic
Entrepreneurial and growth mindset with a business owner mentality
Identifying and gaining access to RIAs who present opportunities for Invesco investment strategies
Implement and execute a data-driven client segmentation strategy
Travel within territory to conduct meetings with clients COIs and lead client events
Approaching client interactions as a consultant uncovering client needs and effectively leveraging resources to meet those needs. Examples include delivering insight-based education business/practice management expertise coaching and portfolio construction consultations
Leading and deploying a team including an internal partner and various specialists organized to support territory success
Engaging with clients and prospects with varying technical expertise (includes business leaders CIOs CFAs and analyst gatekeepers)
The experience you bring:
7 years of asset management sales experience
Undergraduate degree required advanced degree a plus
Series 7 and 63 required; may need to obtain 65 and/or 66 in future
CFA CIMA CAIA CFP and other designations a plus
Self-driven and motivated with a team mentality
Consultative client first approach delivering solutions not products to meet client needs and drive results
Technical investment expertise including superior knowledge of mutual funds ETFs SMAs private markets and their competitive landscape along with an in-depth understanding of Capital Markets
A proven ability to develop and execute on a strategic business plan including:
Effective client segmentation resource allocation internal network relationship building and the effective deployment of internal stakeholders within a team-based environment
Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and communication skills
A data-driven mindset to develop and execute on a strategic business plan including the adoption of technologies that improve efficiency and lead to an enhanced client experience and sustainable business growth.
The salary range for this position in New York NY is $90000 - $100000 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.
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