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 mandatory
  • CFA, CIMA or similar certification preferred
  • Undergraduate degree or equivalent experience required
  • Minimum five years of sales experience in marketing investment products
  • Strong technical investment expertise in mutual funds, ETFs, and Capital Markets
  • Outstanding listening, presentation, and interpersonal skills
  • Data-driven mentality with a strategic business planning approach

Responsibilities

  • Develop and strengthen client relationships to maximize business potential
  • Consult with clients to identify needs and deliver tailored solutions
  • Create and execute a data-driven client segmentation strategy
  • Perform product presentations through various communication channels
  • Strategize and implement national travel plans for boutique firms
  • Collaborate on a territory sales plan aligned with division objectives

Benefits

  • Full-time position with a path for professional growth
  • Opportunity to work in a collaborative office environment
  • Potential for performance-based incentives
  • Access to training and development resources to enhance skills
  • Emphasis on strategic travel across diverse geographic areas
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

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