Internal Market Consultant Job at Ivz, Atlanta, GA

ekNsdWl3SUhWZi83b1dOZldCbEVrUGVqQWc9PQ==
  • Ivz
  • Atlanta, GA

Job Description

Internal Market Consultant

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

The Internal Sales Department engages with financial professionals to deliver a Total Client Experience in becoming an indispensable partner. To accomplish this, we leverage a differentiated consultative experience with our clients through Business Consulting, Portfolio Consulting, and Client Engagement. We Learn, Grow and Succeed together. Your Role: The Internal Market Consultant, in partnership with a Market Leader, will be responsible for both managing long-standing trusted partnerships with existing intermediary clients and developing new relationships with prospective clients that maximize our wallet share and enhance long-term holdings of Invesco products and services. Serving in a critical function on our Internal Sales Desk, this role will be the voice of Invesco to clients; an integral part of furthering the client journey and attaining both revenue and profitability goals.

You Will Be Responsible For:

  • Proactively developing and maintaining diverse and strong client relationships, which showcase and differentiate our products, to grow our client base and enhance our wallet share.
  • Conducting outbound sales calls with financial advisors and other licensed professionals to promote and sell our products, communicate firm updates, build relationships, and provide ongoing client support.
  • Crafting personalized digital communications, including thought leadership content, practice management, and capital market insights.
  • Working closely with an Internal Sales Manager and Market Leader/Market Consultant to develop and implement a strategic territory sales plan to deepen and broaden client relationships, elevate client loyalty, grow sales, and identify new opportunities for our suite of products.
  • Assisting Market Leaders with our "team of teams" strategy by determining and coordinating which specialist teams to include in client engagements across our segmented client base.
  • Applying portfolio analytical tools to identify products and services to clients regarding portfolio optimization.
  • Consulting and delivering on our Total Client Experience (Total CX) platform by partnering with financial professionals to Connect with their Clients, Enhance their Business, and Optimize their Portfolios.
  • Utilizing data to locate and prioritize prospective clients while supervising progress for goals regarding sales.
  • Performing daily activities to lead the territory effectively using a firm ranking system and stratification of the service model, which aids in addressing the complexities of the territory.
  • Assisting clients across diverse levels of technical expertise to navigate the sophisticated investment world by providing them with portfolio building and fund selection guidance.
  • Delivering a high-quality client experience that supports sales and client relationships by providing research and administrative assistance.
  • Actively and accurately documenting all client interactions into the Customer Relationship Management (CRM) system to ensure the integrity of our data, as well as deepen expertise within the system.
  • Engaging in a comprehensive training curriculum that improves competencies in business administration, consultancy and development, leadership and influence, investment discipline communication, technical comprehension, and product and industry knowledge.
  • Traveling as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.

The Experience You Bring:

  • 2-5 years of sales experience in financial services preferred
  • College degree or equivalent experience required (MBA, CFA, CFP, & CIMA a plus)
  • FINRA Series 7 and 63/65 or 66 required for role
  • A current understanding (or strong desire to learn) of capital markets, mutual funds, ETFs, other investment solutions, and impact of economic factors
  • Strong work ethic, high integrity, and strong values
  • Motivated to achieve success and grow with the firm
  • Consultative, client first approach, delivering solutions, not products, to meet needs and get results
  • Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills
  • A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

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.

Ivz

Job Tags

Full time, Part time, Work at office, Worldwide, Flexible hours, 3 days per week,

Similar Jobs

InSync Healthcare Recruiters

Hospitalist Physician Job at InSync Healthcare Recruiters

 ...internal medicine or family medicine trained physicians. Authorization to work in the U.S. (visa sponsorship offered for qualified candidates).? We proudly sponsor H1B visa candidates and provide in-house visa specialists, licensing, and credentialing support. All... 

RPMGlobal

Investment Banking Associate Vice President - Public Finance (Denver) Job at RPMGlobal

 ...teams and communities. About The Special District Group Us The Special District Group (SDG) is a team in Piper Sandler's Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects. We hold... 

MidCap Financial

Service Desk Analyst Job at MidCap Financial

 ...Columbia Business School MBA Job DescriptionThe Junior Service Desk Analyst offers technical support to MidCap Financial users. This...  ...required within first 6 months of start)ExperienceAt least 2 years of help desk or service desk experience.Professional Knowledge... 

American Medical Staffing

Travel LPN / LVN - Long Term Care (LTC) Long Term Care - $982 per week - Urgently Hiring Job at American Medical Staffing

 ...American Medical Staffing is seeking a LPN / LVN Long Term Care (LTC) Long Term Care for a travel job in Camden, Maine. Job Description...  ...brings, and were looking for a LPN for a Long Term Care contract assignment. Job Title : LPN: LTC Location : Camden, Maine... 

Home Instead

Caregiver (No Experience Required) Job at Home Instead

 ...Job Description \n\n \n \n Why Choose Home Instead?\n\n\n Why Choose Home Instead?\n At Home Instead, our mission is clear: to...  ...life better for our parents, their loved ones, and the incredible caregivers (Care Professionals) who dedicate their lives to supporting...