Market Leader PCG
Core
Build long-standing relationships with intermediary clients to improve long-term holdings of Invesco products and services, acting as a consultant to identify needs and deliver results.
Role type
Senior sales leader for investment products
Builds
Long-term client relationships and profitable business growth for mutual funds, ETFs, and SMAs
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
consultative sales approach, client segmentation strategy, portfolio construction consultation, data-driven business planning, technical investment expertise, strategic travel management
Preferred skills
CFA, CIMA or similar certification
Technologies
WebEx, cluster meeting platforms
Responsibilities
Develop differentiated client relationships with Financial Advisors, deliver product presentations via various channels, implement strategic travel rotation for boutique firms, partner on territory sales plans
Seniority
Senior, hands-on IC