Invesco Global Asset Management Inc

Market Leader RIA

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

Qualifications

  • 7+ years of asset management sales experience
  • Undergraduate degree required; advanced degree preferred
  • Series 7 and 63 required; potential for 65 and/or 66 later
  • CFA, CIMA, CAIA, CFP certifications are advantageous
  • Self-driven and motivated with a team-oriented approach
  • Client-focused, consultative approach striving for solution delivery
  • Deep knowledge of mutual funds, ETFs, SMAs, and private markets

Responsibilities

  • Develop and nurture relationships with high-end Registered Investment Advisors (RIAs)
  • Identify and access new RIA opportunities for Invesco strategies
  • Implement data-driven client segmentation strategies
  • Conduct face-to-face meetings and lead events within the territory
  • Approach client interactions consultatively to uncover needs
  • Lead and coordinate a team supporting territorial success
  • Communicate effectively with clients of varying expertise levels

Benefits

  • Collaborative workplace model requiring in-office presence 4 days a week
  • Strong emphasis on team-building and relationship enhancement
  • Opportunities for professional growth and development
  • Dynamic environment working with financial experts
  • Involvement in strategy execution that enhances client experience
Full Job Description

The Professional Buyer Market Leader will build long-standing trusted partnerships with large Registered Investment Advisory firms and Multi-Family Offices that maximize long-term holdings of Invesco products and solutions. Serving as the face of Invesco to clients, you will be an integral part of furthering the client journey and delivering the Invesco Total Client Experience or Total CX. Through Invesco Total CX, you will engage clients as a consultant, adding value both as an investment partner and a business building and practice management advisor.

You will be responsible for:

  • Developing differentiated client relationships with high end RIAs in MI, OH, PA, KY, and Western Update NY.  These relationships include both existing and new ones that maximize Invesco wallet share through sales growth, asset retention, and growing the Invesco brand within the territory

  • High level work ethic

  • Entrepreneurial and growth mindset with a business owner mentality

  • Identifying and gaining access to RIAs who present opportunities for Invesco investment strategies

  • Implement and execute a data-driven client segmentation strategy

  • Travel within territory to conduct meetings with clients, COIs, and lead client events

  • Approaching client interactions as a consultant, uncovering client needs and effectively leveraging resources to meet those needs.  Examples include delivering insight-based education, business/practice management expertise, coaching, and portfolio construction consultations

  • Leading and deploying a team including an internal partner and various specialists organized to support territory success

  • Engaging with clients and prospects with varying technical expertise (includes business leaders, CIOs, CFAs, and analyst gatekeepers)

The experience you bring:

  • 7+ years of asset management sales experience

  • Undergraduate degree required, advanced degree a plus

  • Series 7 and 63 required; may need to obtain 65 and/or 66 in future

  • CFA, CIMA, CAIA, CFP and other designations a plus

  • Self-driven and motivated with a team mentality

  • Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results

  • Technical investment expertise including superior knowledge of mutual funds, ETFs, SMAs, private markets, and their competitive landscape along with an in-depth understanding of Capital Markets

  • A proven ability to develop and execute on a strategic business plan, including:

    • Effective client segmentation, resource allocation, internal network relationship building, and the effective deployment of internal stakeholders within a team-based environment

    • Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and communication skills

A data-driven mindset to develop and execute on a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience and sustainable business growth.

The salary range for this position in New York, NY is $90,000 - $100,000 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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