Market Leader
Core
Build long-standing relationships with intermediary clients to improve long-term holdings of Invesco products and services, acting as the face of the firm with a consultative approach.
Role type
Market Leader (Sales)
Builds
Long-term client relationships and territory sales plans for investment products
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
consultative sales, client segmentation strategy, portfolio construction consultations, data-driven business planning, technical investment expertise (mutual funds, ETFs, SMAs), capital markets knowledge
Preferred skills
CFA, CIMA or similar certification
Technologies
WebEx, cluster meeting platforms
Responsibilities
Develop differentiated client relationships, deliver product presentations to Financial Advisors, implement strategic travel rotation for boutique firms, partner with Division Sales Manager on territory sales plans
Seniority
Mid-Senior, hands-on IC