Internal Sales Manager

Posted Yesterday
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Atlanta, GA
Senior level
Fintech • Software • Financial Services
The Role
The Internal Sales Manager oversees the Internal Sales Desk, guiding staffing, training, and development efforts. Responsibilities include creating training programs, assisting sales professionals with firm initiatives, maintaining client coverage with management, setting performance metrics, and managing the desk's budget while completing special projects as required.
Summary Generated by Built In

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:
The Internal Sales Manager will be responsible for directing the sales activities for all Internal Sales Desk roles, including call monitoring, sales presentations, phone logs, and general business activities. The Internal Sales Manager will lead the staffing, training and development, and coaching efforts for all roles on the Internal Sales Desk.

You will be responsible for:

  • Lead the staffing (recruiting, interviewing, and hiring), training and development, and coaching efforts for all roles on the Internal Sales Desk
  • Develop, design and deliver ongoing training programs for the internal sales professionals on products, competitor knowledge, fundamentals of finance, presentation skills training, effective sales techniques, goal setting, and territory management
  • Assist internal sales professionals in executing firm-wide initiatives, including annual business plan goals, new product campaigns, and other marketing tactics geared toward raising assets
  • Plan, organize, and lead regular department staff meetings
  • Work with senior management to maintain effective coverage of clients, in conjunction with external salesforce
  • Develop and maintain contacts within the mutual funds industry, particularly with competitor internal sales desks
  • Develop, implement, and monitor performance metrics and standards for the desk
  • Serve as the liaison between the Internal Sales Desk and other business partners across Invesco (e.g., Investments, Product, Marketing, Compliance, Legal, etc.)
  • Manage the budget for the Internal Sales Desk, including T&E plans and expenditures, to ensure that appropriate resources are allocated to achieve the business plan
  • Complete special projects related to initiatives and ongoing sales efforts

The experience you bring:

  • 7-10 years of financial industry experience, at least 5 years within the mutual fund industry
  • Previous supervisory experience strongly preferred
  • Technical investment expertise, including superior knowledge of mutual funds, ETFs, SMAs and their competitive landscape, and in-depth understanding of Capital Markets and the impact of economic factors
  • Strong knowledge of investments and financial sales process
  • Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results.
  • Strong leadership skills with the ability to establish and maintain a productive working relationship with Internal Sales Desk teams and key internal partners
  • Excellent problem-solving and written, verbal, and interpersonal communication skills
  • A digital and data-driven mindset, including the adoption of technologies that improve the overall client experience
  • Strong work ethic, high integrity, and strong values
  • Bachelor’s degree or equivalent experience (MBA, CFA, CFP, and/or CIMA a plus)
  • FINRA Series 7 and 63 licensing exams
  • FINRA Series 24 and 51 licensing exams preferred (or must obtain within firm-defined time period)

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace 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.

The Company
HQ: Wimbledon
522 Employees
On-site Workplace
Year Founded: 2004

What We Do

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.

Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.

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