Market Leader RIA Job Detroit area,Michigan USA,Finance & Banking

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

About

Invesco

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

Job Description

The Professional Buyer Market Leader will build long-standing trusted partnerships with large Registered Investment Advisory firms and Multi-Family Offices that maximize long-term holdings of Invesco products and solutions. Serving as the face of Invesco to clients, you will be an integral part of furthering the client journey and delivering the Invesco Total Client Experience or Total CX. Through Invesco Total CX, you will engage clients as a consultant, adding value both as an investment partner and a business building and practice management advisor.

You

will be responsible for:

Developing differentiated client relationships with high end RIAs in MI, OH, PA, KY, and Western Update NY. These relationships include both existing and new ones that maximize Invesco wallet share through sales growth, asset retention, and growing the Invesco brand within the territory
High level work ethic
Entrepreneurial and growth mindset with a business owner mentality
Identifying and gaining access to RIAs who present opportunities for Invesco investment strategies
Implement and execute a data-driven client segmentation strategy
Travel within territory to conduct meetings with clients, COIs, and lead client events
Approaching client interactions as a consultant, uncovering client needs and effectively leveraging resources to meet those needs. Examples include delivering insight-based education, business/practice management expertise, coaching, and portfolio construction consultations
Leading and deploying a team including an internal partner and various specialists organized to support territory success
Engaging with clients and prospects with varying technical expertise (includes business leaders, CIOs, CFAs, and analyst gatekeepers)

The experience you bring:

7+ years of asset management sales experience
Undergraduate degree required, advanced degree a plus
Series 7 and 63 required; may need to obtain 65 and/or 66 in future
CFA, CIMA, CAIA, CFP and other designations a plus
Self-driven and motivated with a team mentality
Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
Technical investment expertise including superior knowledge of mutual funds, ETFs, SMAs, private markets, and their competitive landscape along with an in-depth understanding of Capital Markets
A proven ability to develop and execute on a strategic business plan, including:

Effective client segmentation, resource allocation, internal network relationship building, and the effective deployment of internal stakeholders within a team-based environment
Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and communication skills

A data-driven mindset to develop and execute on a strategic business plan, including the…