Responsibilities of the Role
Driving all aspects of the research engagement through high-level interaction regarding all investment related matters as well as Invesco organizational or investment team updates.
Delivering top tier client service by being highly responsive and ensuring timely completion of requests, coordinating portfolio review meetings with investment teams.
Be proactive outreach with new investment ideas, thought leadership, and other value-added information.
Establishing a strategic approach to developing deeper relationships and identifying areas of growth (new partnerships) to build a continuous pipeline of opportunities.
Monitoring platform-level trends and opportunities within the competitive landscape products to strategically position Invesco’s firm’s product line.
Obtaining and sharing feedback with investment teams and Strategic Account Managers on any changes in investment views, demands from their clients, and industry trends.
Support and engage Strategic Account Managers to effectively communicate platform updates and development opportunities.
Requirements of the Role
Minimum of five years of direct manager research experience or wealth management platform-related sales experience.
Experience marketing investment products to institutional-type buyers or engaging with financial advisors.
A proven ability to build relationships.
A results-oriented mindset with a natural sense of urgency in pursuing opportunities.
Strong communication (written and oral) and engaging presentation skills.
Excellent interpersonal and organization skills.
Highly proficient in software applications, including Microsoft Office; experience with Morningstar Direct and FactSet a plus.
Highly motivated, seeking excellence with the quality of their work and engagement with clients and internal partners.
Intellectually curious about investment markets and the broader asset/wealth management business.
Demonstrates good judgment.
Nice to have: High level of financial (investment) acumen, demonstrated by investment experience or investment credentials (MBA, CFA, CAIA or CIMA).
FINRA Series 7 and 66 required or must achieve registrations in a short period of time of hire.
Ability to travel domestically up to 40% of the time
The salary range for this position in New York, NY is $200,000 - $230,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location
