Market Leader RIA

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 clients around the world.

About the role

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 (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.

Responsibilities

• Develop differentiated client relationships with high-end RIAs in MI, OH, PA, KY, and Western NY, including both existing and new relationships that maximize Invesco wallet share through sales growth, asset retention, and growing the Invesco brand within the territory
• Identify and gain 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
• Approach client interactions as a consultant, uncovering client needs and effectively leveraging resources to meet those needs (e.g., delivering insight-based education, business/practice management expertise, coaching, and portfolio construction consultations)
• Lead and deploy a team including an internal partner and various specialists organized to support territory success
• Engage with clients and prospects with varying technical expertise (includes business leaders, CIOs, CFAs, and analyst gatekeepers)
• Develop and execute a strategic business plan, including effective client segmentation, resource allocation, internal network relationship building, and deployment of internal stakeholders within a team-based environment

Requirements

• 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 the 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
• 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 a strategic business plan, including adoption of technologies that improve efficiency and enhance client experience

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

Pay

The salary range for this position in New York, NY is $90,000 - $100,000 base per year. Total compensation includes salary and incentive pay and will vary based on skills, experience, and location.

Schedule

Full-time. Employees are expected to comply with Invesco’s Workplace Policy, which includes spending at least four full days each week working in an Invesco office.