Market Consultant PCG
Core
Build long-standing trusted partnerships with intermediary clients to increase long-term holdings of Invesco products and services, acting as an investment partner and business building advisor.
Role type
Senior IC market consultant (asset management sales)
Builds
Invesco investment strategies and vehicles for intermediary clients
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
Asset management sales, consultative selling, client segmentation, portfolio construction, manager selection, financial product knowledge (mutual funds, ETFs, SMAs), capital markets expertise
Preferred skills
CFA, CIMA, Series 66, entrepreneurial mindset, data-driven mentality
Technologies
WebEx, CRM tools (implied by data-driven mentality)
Responsibilities
Develop and implement territory sales plans, identify and access financial advisors, conduct face-to-face and virtual client meetings, deliver product presentations, execute client segmentation strategies, perform portfolio construction and manager selection consultations
Seniority
Mid-level, hands-on IC