Invesco · 1 week ago
Internal Market Consultant
Atlanta, GA
Full-time
Hybrid
Entry, Mid Level
2+ years expInvesco is one of the world’s leading independent global investment firms, committed to providing a wide range of investment strategies and vehicles to clients globally. The Internal Market Consultant will manage relationships with intermediary clients, facilitating engagements and developing new client relationships to enhance long-term holdings of Invesco products and services.
FinanceFinancial ServicesVenture Capital
Responsibilities
Collaborating within a "team of teams" to implement a strategic territory plan that proactively addresses the needs of a diverse client base. Developing and maintaining strong client relationships, increasing wallet share, delivering the Total Client Experience (Total CX) platform, and empowering financial professionals to connect with their clients, enhance their business, and optimize their portfolios
Applying portfolio analytical tools to identify products and services to clients which optimize portfolios
Leading consultative calls, webinars, and meetings with financial advisors and other licensed professionals to promote and position our products, communicate firm updates, build relationships, and provide ongoing client support
Conducting daily activities and territory analysis using a firm ranking system and service model stratification to address the unique complexities and needs of each territory
Creating personalized, targeted digital communications—including thought leadership, practice management, and capital market insights—to engage financial advisors and support business objectives
Facilitating and coordinating the involvement of specialist teams in client engagements across our segmented client base, ensuring timely and relevant participation
Leveraging data to identify and prioritize prospective clients, enabling targeted and proactive outreach
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
Qualification
Required
College degree or equivalent experience required (MBA, CFA, CFP, and CIMA a plus)
FINRA Series 7 and 63/65 or 66 required for role (must acquire required licenses within firm-defined time period)
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
Preferred
2-5 years of consultative selling experience in financial services preferred
Benefits
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
Company
Invesco
Invesco Ltd.
5001-10000 employees
H1B Sponsorship
Invesco has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (57)
2024 (60)
2023 (54)
2022 (63)
2021 (63)
2020 (67)
Funding
Current Stage
Late StageLeadership Team
Kelvin Liu
Partner & Senior Portfolio Manager
Recent News
PR Newswire
2026-01-03
2025-12-18
2025-10-28
Company data provided by crunchbase