Internal Market Consultant
Core
Managing long-standing trusted partnerships with existing intermediary clients, facilitating proactive and reactive client engagements, and developing new relationships to maximize wallet share and enhance long-term holdings of Invesco products and services.
Role type
Senior IC Internal Market Consultant (Financial Services)
Builds
Total Client Experience (Total CX) platform, strategic territory plans, and targeted digital communications for financial professionals.
Domain
Asset Management / Investment Management
Deliverable
client delivery
Required skills
consultative selling, portfolio analysis, CRM management, territory analysis, data prioritization, client relationship management, financial product knowledge, capital markets understanding, presentation skills, interpersonal skills
Preferred skills
MBA, CFA, CFP, CIMA, 2-5 years of consultative selling experience in financial services
Technologies
CRM systems, portfolio analytical tools, digital communication platforms
Responsibilities
Collaborating within a team of teams to implement strategic territory plans; applying portfolio analytical tools to identify products and services; leading consultative calls, webinars, and meetings with financial advisors; conducting daily activities and territory analysis; creating personalized, targeted digital communications; facilitating and coordinating specialist teams; leveraging data to identify and prioritize prospective clients; documenting client interactions in the CRM system; engaging in comprehensive training curriculum; traveling within territory to conduct meetings and attend industry conferences.
Seniority
Mid-Senior, hands-on IC