Market Leader

Full Time • Downers Grove, IL, United States of America

115,135 - 145,787 (Yearly) Added 1 month ago

Summary

LOCATION

Downtown Chicago, with a hybrid working model (3 days in the office, 2 days remote).

QUALIFICATIONS

Series 7 and 63 required, 5+ years of sales experience in investment products marketing, strong technical investment expertise, and a growth mindset. A bachelor's degree or equivalent experience required; CFA, CIMA or similar certification is a plus.

RESPONSIBILITIES

Build and maintain relationships with intermediary clients, execute a client segmentation strategy, deliver product presentations, partner with sales management to develop territory sales plans, and approach client interactions with a consultative mindset.

INDUSTRY

Asset Management

SHORT DESCRIPTION

As a Market Leader at Invesco, you will improve relationships with clients in Chicago, focusing on growth and client needs through a consultative approach.

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

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. Territory covers downtown Chicago.

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

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

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.

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