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.
Role type
Internal Market Consultant (Financial Services Sales)
Builds
Client relationships, portfolio optimization strategies, and targeted digital communications for financial advisors.
Domain
Investment Management / Financial Services
Deliverable
client delivery
Required skills
consultative selling, portfolio analysis, CRM documentation, territory analysis, stakeholder management, capital markets knowledge, product positioning
Preferred skills
MBA, CFA, CFP, CIMA, FINRA Series 7/63/65/66 licenses
Technologies
CRM systems, portfolio analytical tools, digital communication platforms
Responsibilities
Collaborating on strategic territory plans, applying portfolio analytical tools to identify products, leading consultative calls and webinars, conducting territory analysis, creating personalized digital communications, coordinating specialist teams, leveraging data for client prioritization, documenting client interactions in CRM, engaging in comprehensive training, traveling for client meetings and conferences.
Seniority
Mid-level (2-5 years experience preferred)