Market Consultant BD
Core
Build long-standing trusted partnerships with intermediary clients to increase long-term holdings of Invesco products and services, acting as a consultant and business building advisor.
Role type
Senior Business Development Consultant (Asset Management)
Builds
Long-term client relationships and sales plans for investment strategies
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), strategic business planning
Preferred skills
CFP, CFA, CIMA, Series 63/65/66, practice level CIO experience
Technologies
WebEx, data analytics tools
Responsibilities
Develop and implement territory sales plans, identify and access financial advisors, conduct face-to-face and virtual product presentations, deliver portfolio construction and manager selection consultations, travel within territory to meet clients and lead events
Seniority
Mid-level, hands-on IC