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 Account Executive / Market Leader
Builds
Invesco investment strategies and vehicles for RIAs and Multi-Family Offices
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
strategic business planning, client segmentation, portfolio construction, business/practice management advisory, data-driven mindset, territory management, team leadership, consultative selling
Preferred skills
CFA, CIMA, CAIA, CFP designations, knowledge of private markets, experience with SMAs and ETFs
Technologies
client segmentation tools, data analytics platforms
Responsibilities
Develop differentiated client relationships with high-end RIAs to maximize wallet share; identify and gain access to new RIA opportunities; implement and execute a data-driven client segmentation strategy; travel within territory to conduct meetings with clients and lead client events; approach client interactions as a consultant to uncover needs and deliver solutions; lead and deploy a team including internal partners and specialists; engage with clients and prospects with varying technical expertise including CIOs and CFAs.
Seniority
Senior, hands-on IC with team leadership