Model Consultant

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.

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.

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 Model Consultant is responsible for driving model portfolio sales, accelerating asset growth, and strengthening strategic client relationships across California, Hawaii, and Las Vegas. This highly consultative, external-facing role partners with financial advisors, RIAs, broker-dealers, home offices, and platform partners to position Invesco’s model portfolio solutions as a core component of advisor practice growth.

The Model Consultant serves as the regional ambassador for Invesco’s model business, combining sales acumen, investment expertise, and practice management insights to deliver a differentiated client experience and help advisors achieve better outcomes for their clients and practices.

• Drive asset growth and market share of Invesco model portfolio solutions throughout California, Hawaii, and Las Vegas.
• Develop and execute strategic territory business plans to identify, prioritize, and capture new model portfolio opportunities.
• Prospect and cultivate relationships with financial advisors, RIAs, broker-dealers, aggregators, and platform partners.
• Partner with internal and external wholesalers to uncover opportunities and increase model adoption across key distribution channels.
• Identify and pursue both custom model and off-the-shelf (OTS) model opportunities, including enterprise and large-platform initiatives.

• Build and maintain trusted relationships with advisors, investment committees, home office personnel, and key decision makers.
• Serve as the primary point of contact for existing model clients, delivering a best-in-class client experience.
• Conduct portfolio review meetings, business development discussions, and strategic planning sessions with clients.
• Lead ongoing client engagement initiatives focused on retention, expansion, and satisfaction.

• Deliver compelling presentations on model portfolios, portfolio construction, market insights, and wealth management trends.
• Clearly articulate the value proposition of model portfolios and their role in helping advisors scale, improve consistency, and drive organic growth.
• Provide consultative guidance on practice management topics including scalability, operational efficiency, advisor productivity, and client acquisition.
• Collaborate…