Market Leader RIA
$110,000–$120,000 year
HybridSeattle, Washington, United States or Phoenix, Arizona, United States
Job Summary
Develop differentiated client relationships with high-end RIAs across the Mountain West and Pacific Northwest to maximize Invesco wallet share through sales growth and asset retention. Approach all interactions as a consultant by delivering insight-based education, mentoring, and portfolio construction consultations while developing a data-driven client segmentation strategy. Execute product presentations via telephone, WebEx, and office visits, then build and implement a strategic travel rotation to cover boutique firms in non-metropolitan areas. Partner with the Division Sales Manager to create and implement a territory sales plan aligned with the overarching division strategy.
Required Qualifications
- Series 7 and 63 required
- 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
- Must be able to travel to AZ, NM, CO, UT, IA, NE, WY, MT, OR, WA, AK
- Must be available to spend at least four full days each week working in an Invesco office
- Must be able to deliver product presentations to current and prospective Financial Advisors via telephone, WebEx, office visits, cluster meetings, seminars, and conferences
Desired Qualifications
- CFA, CIMA or similar certification a plus
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