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Market Leader

$70k - $75k

Telepathy Inc

Market Leader

As a Market Leader, you will build long-standing, positive relationships with intermediary clients that improve long-term holdings of Invesco products and services. Serving as the face of Invesco, you will be an integral part of fostering the client journey with a consultative, client first approach, to identify needs and get results. Territory coverage is Washington & Alaska.

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 using internal resources needed to meet those needs, including delivering insight-based education, mentoring, and portfolio construction consultations
  • 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 Manager to create and implement a territory sales plan which is aligned with the overarching division plan

Requirements of the role:

  • Series 7 and 63 required
  • CFA, CIMA or similar certification a plus
  • Undergraduate, college degree or equivalent work experience required
  • Five or more years of sales experience in marketing investment products to financial advisors
  • Technical investment expertise including outstanding knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors
  • Excellent listening skills with a natural inclination to focus on meeting needs coupled with strong presentation and interpersonal skills
  • 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
  • A growth mindset with a business-owner mentality

The salary range for this position is $70,000 - $75,000 year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Vacancy posted 4 days ago
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