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Not Specified Permanent

Not Specified, Massachusetts · USA job

Market Consultant

Invesco

Not Specified, Massachusetts

Job description

This job is with Invesco, an inclusive employer and a member of myGwork - the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

About Invesco

As one of the world's 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 you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What's in it for you?

Our people are at the ver y 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

  • 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

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's 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 other's 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.

Invesco's 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.

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