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 coverage is Wisconsin.
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)
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.
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:
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Flexible paid time off
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Hybrid work schedule
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401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
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Health & wellbeing benefits
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Parental Leave benefits
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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.
What We Do
InnovaCare Health improves the lives of members and physicians through innovative solutions for value-based healthcare. In each unique market the company serves, InnovaCare works across the healthcare ecosystem – with patients, providers, payers and other partners – to increase access to high-quality, affordable care.
Based in White Plains, N.Y., InnovaCare has been on the forefront of value-based care for more than a decade, distributing risk and developing proprietary technologies to inspire patient and provider engagement. Through an integrated portfolio of health plans, medical service organizations, clinical networks and more, the company manages more than 500,000 lives, including more than 150,000 dual-eligible beneficiaries. InnovaCare’s Medicare Advantage plans have received NCQA accreditation and 4.5-star quality ratings from the Centers for Medicare and Medicaid Services (CMS).
