Market Consultant WC

Wealth Center Market Consultant

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your role: As a Wealth Center Market Consultant, you will work as a team with two external Market Leaders and two Internal Market Consultants in Orange County and the greater Los Angeles area to 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 advancing the client journey and delivering the Invesco Total Client Experience (Total CX.) Through Invesco Total CX you will engage clients as a consultant, adding value both as an investment partner and a business building/practice management advisor. 50% regional travel should be expected.

You will be responsible for:

• 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 Greater Los Angeles and Orange County Market Leaders, Internal Market Consultants, and West 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

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

What's 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

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.