Market Leader RIA
Core
Build long-standing trusted partnerships with large Registered Investment Advisory firms and Multi-Family Offices to maximize long-term holdings of Invesco products and solutions.
Role type
Senior sales leader (asset management)
Builds
Invesco Total Client Experience (Total CX) through consultative engagement, business/practice management advice, and portfolio construction consultations.
Domain
Asset Management / Investment Advisory
Required skills
consultative sales, client segmentation strategy, strategic business planning, team leadership, technical investment expertise (mutual funds, ETFs, SMAs, private markets), capital markets knowledge
Preferred skills
CFA, CIMA, CAIA, CFP designations, advanced degree
Technologies
data-driven client segmentation tools, technologies improving efficiency
Responsibilities
Develop differentiated client relationships with high-end RIAs in MI, OH, PA, KY, and Western NY; identify and gain access to new RIA opportunities; travel within territory to conduct meetings with clients, COIs, and lead client events; lead and deploy a team including internal partners and specialists; engage with clients and prospects with varying technical expertise (business leaders, CIOs, CFAs, analyst gatekeepers); implement data-driven client segmentation strategies.
Seniority
Senior, hands-on IC with team leadership