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 (intermediary 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 relationship management, portfolio construction, manager selection, data-driven business planning, financial product knowledge (mutual funds, ETFs, SMAs)
Preferred skills
CFA, CIMA, Series 66/65, practice level CIO engagement
Technologies
WebEx, data analytics tools
Responsibilities
Develop and implement territory sales plans, identify and gain access to financial advisors, conduct face-to-face and virtual product presentations, execute client segmentation strategies, perform portfolio construction and manager selection consultations, travel within the territory to meet clients and lead events
Seniority
Mid-Senior, hands-on IC