Invesco Global Asset Management Inc

Market Leader PCG

Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Series 7 and 63 licenses are required.
  • CFA, CIMA or similar certification preferred.
  • Undergraduate degree or equivalent experience is necessary.
  • Five or more years of sales experience in marketing investment products to financial advisors.
  • Deep technical investment knowledge covering mutual funds, ETFs, SMAs and Capital Markets.
  • Excellent listening, presentation, and interpersonal skills are essential.
  • A digital mindset to strategize using technology for improved efficiency.

Responsibilities

  • Develop and enhance long-term client relationships to increase sales.
  • Consult with clients to identify needs and tailor recommendations accordingly.
  • Create a data-driven client segmentation strategy for targeted engagement.
  • Deliver educational product presentations through various channels.
  • Plan and execute strategic travel to engage boutique firms and clients nationwide.
  • Collaborate with the Division Sales Manager on territory sales plans.
  • Implement technology-driven strategies that enhance client experiences.

Benefits

  • Opportunity to work closely with intermediary clients and foster positive relationships.
  • Engagement in a consultative approach that prioritizes client needs.
  • Access to ongoing professional development and mentoring.
  • Emphasis on teamwork and collaboration in a vibrant office environment.
  • Opportunities to travel and meet diverse clientele across various regions.
Full Job Description
Your Role:

As a Market Leader, you will build long-standing, positive relationships with intermediary clients that improve long-term holdings of Invesco products and services. Serving as the face of Invesco, you will be an integral part of fostering the client journey with a consultative, client first approach, to identify needs and get results.

You will be responsible for:
  • Develop differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum wallet share
  • Approach all interactions as a consultant, starting with client needs and optimally using internal resources needed to meet those needs, including delivering insight-based education, mentoring, and portfolio construction consultations
  • Develop and complete a data-driven client segmentation strategy
  • Deliver product presentations to current and prospective Financial Advisors via telephone, WebEx, office visits, cluster meetings, seminars, and conferences
  • Build and implement strategic travel rotation to cover smaller boutique firms across the country and clients in non-metropolitan areas
  • Partner with the Division Sales Manager to create and implement a territory sales plan which is aligned with the overarching division plan


The experience you bring:
  • Series 7 and 63 required
  • CFA, CIMA or similar certification a plus
  • Undergraduate, college degree or equivalent work experience required
  • Five or more years of sales experience in marketing investment products to financial advisors
  • Technical investment expertise including outstanding knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors
  • Excellent listening skills with a natural inclination to focus on meeting needs coupled with strong presentation and interpersonal skills
  • A digital and data-driven mentality to develop and carry out a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience
  • A growth mindset with a business-owner mentality

The salary range for this position in New York, NY is $110,000 - $120,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location"

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

About Invesco Global Asset Management Inc

Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, with additional branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York stock exchange. Invesco operates under the Invesco, Trimark, Invesco Perpetual, WL Ross & Co and Powershares brand names.
Learn more about Invesco Global Asset Management Inc
Size
8,549 employees
Market Cap
$8.2 billion
Industry
Net Income
$761.6 million
Founded
1935
5 Year Trend
+7.8%
Revenue
$6.1 billion
NASDAQ

Similar Jobs

More Jobs at Invesco Global Asset Management Inc

  • Invesco Global Asset Management Inc
    Market Leader PCG
    $110K — $120K *
    Salt Lake City, UT 84118 (Salt Lake County)
    Finance & Insurance
    In-Person
  • Invesco Global Asset Management Inc
    Market Leader PCG
    $110K — $120K *
    Seattle, WA 98115 (King County)
    Finance & Insurance
    In-Person
  • Invesco Global Asset Management Inc
    Market Leader PCG
    $110K — $120K *
    Denver, CO 80219 (Denver County)
    Finance & Insurance
    In-Person
  • Invesco Global Asset Management Inc
    Market Leader PCG
    $110K — $120K *
    Phoenix, AZ 85032 (Maricopa County)
    Finance & Insurance
    In-Person
  • Invesco Global Asset Management Inc
    Sr. Compliance Officer
    $110K — $130K *
    Houston, TX 77084 (Harris County)
    Finance & Insurance
    In-Person

More Finance & Insurance Jobs

Find similar Market Leader PCG jobs: