Internal Market Consultant

Description

The Department :

The Internal Sales Department engages with financial professionals to deliver a Total Client Experience in becoming an indispensable partner.

To accomplish this, we leverage a differentiated consultative experience with our clients through Business Consulting, Portfolio Consulting, and Client Engagement.

We Learn, Grow and Succeed together.

Your role :

The Internal Market Consultant, in partnership with a Market Leader, will be responsible for both managing long-standing trusted partnerships with existing intermediary clients and developing new relationships with prospective clients that maximize our wallet share and enhance long-term holdings of Invesco products and services.

Serving in a critical function on our Internal Sales Desk, this role will be the voice of Invesco to clients; an integral part of furthering the client journey and attaining both revenue and profitability goals.

You will be responsible for :

• Proactively developing and maintaining diverse and strong client relationships, which showcase and differentiate our products, to grow our client base and enhance our wallet share.
• Conducting outbound sales calls with financial advisors and other licensed professionals to promote and sell our products, communicate firm updates, build relationships, and provide ongoing client support.
• Crafting personalized digital communications, including thought leadership content, practice management, and capital market insights.
• Working closely with an Internal Sales Manager and Market Leader / Market Consultant to develop and implement a strategic territory sales plan to deepen and broaden client relationships, elevate client loyalty, grow sales, and identify new opportunities for our suite of products.
• Assisting Market Leaders with our team of teams strategy by determining and coordinating which specialist teams to include in client engagements across our segmented client base.
• Applying portfolio analytical tools to identify products and services to clients regarding portfolio optimization.
• Consulting and delivering on our Total Client Experience (Total CX) platform by partnering with financial professionals to Connect with their Clients, Enhance their Business, and Optimize their Portfolios.
• Utilizing data to locate and prioritize prospective clients while supervising progress for goals regarding sales.
• Performing daily activities to lead the territory effectively using a firm ranking system and stratification of the service model, which aids in addressing the complexities of the territory.
• Assisting clients across diverse levels of technical expertise to navigate the sophisticated investment world by providing them with portfolio building and fund selection guidance.
• Delivering a high-quality client experience that supports sales and client relationships by providing research and administrative assistance.
• Actively and accurately documenting all client interactions into the Customer Relationship Management (CRM) system to ensure the integrity of our data, as well as deepen expertise within the system.
• Engaging in a comprehensive training curriculum that improves competencies in business administration, consultancy and development, leadership and influence, investment discipline communication, technical comprehension, and product and industry knowledge.
• Traveling as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.

The experience you bring :

• 2-5 years of sales experience in financial services preferred
• College degree or equivalent experience required (MBA, CFA, CFP, & CIMA a plus)
• FINRA Series 7 and 63 / 65 or 66 required for role
• A current understanding (or strong desire to learn) of capital markets, mutual funds, ETFs, other investment solutions, and impact of economic factors
• Strong work ethic, high integrity, and strong values
• Motivated to achieve success and grow with the firm
• Consultative, client first approach, delivering solutions, not products, to meet needs and get results
• Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills
• A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value.

As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including :

Flexible paid time off

Hybrid work schedule

401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

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.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices.

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status.

Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.