Market Consultant
Core
Market Consultant partnering with sales leaders to develop territory sales plans, build client relationships, and deliver investment solutions to Financial Advisors.
Role type
Senior IC sales consultant (asset management)
Builds
Territory sales plans and client investment strategies
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
asset management sales, client relationship management, consultative selling, portfolio construction, manager selection, data-driven segmentation, product presentations
Preferred skills
CFA, CIMA, Series 66/65, technical investment expertise
Technologies
WebEx, data analytics tools
Responsibilities
Partner with Market Leader and Sales Director to implement territory sales plans; Develop differentiated client relationships and grow wallet share; Identify and access advisors for Invesco strategies; Travel to conduct client meetings and lead events; Deliver product presentations via face-to-face, phone, and webinars; Execute data-driven client segmentation; Perform portfolio construction and manager selection consultations.
Seniority
Mid-level, hands-on IC