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$65k–$70k/yr
Full-time
Flexible Paid Time Off, Hybrid Work Schedule, 401(K) Matching, Health & Wellbeing Benefits, Parental Leave Benefits, Employee Stock Purchase Plan
Posted 47d ago
~40 hrs/week
Responsibilities
Drive model portfolio sales and business growth by engaging existing users and pursuing new opportunities. Deliver presentations, lead client reviews, and create customized marketing materials to enhance the client experience.
Requirements
Requires experience in asset management or financial services with strong client relationship and communication skills. Must hold or be willing to obtain Series 7 and 63 licenses within six months of hire.
Full job description
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.
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 role:
This role partners closely with one or more Model Consultant regions to drive model portfolio sales, accelerate business growth, and deliver a differentiated client experience. The position is highly commercial in nature, requiring a proactive, detail-oriented professional who thrives in a fast-paced, client-facing environment. This individual will play a key role in expanding the Custom Models business, deepening client relationships, and enabling high-impact sales activity across the region.
Responsibilities of the role:
Proactively engage existing Invesco model portfolio users through phone and targeted email campaigns
Identify and pursue off-the-shelf (OTS) model opportunities, including large platform and enterprise wins
Deliver virtual and in-person presentations on model portfolios and practice management strategies
Clearly articulate the value and role of model portfolios within an advisor’s practice
Lead quarterly client review calls, respond to portfolio change requests, and deliver tailored insights and commentary
Create and customize co-branded marketing materials, analyze client models, and develop proposals using tools like YCharts
Support prospective client meetings by capturing insights, coordinating follow-ups, and partnering with internal stakeholders
Maintain pipeline tracking, model data (Excel), and ensure seamless execution through cross-functional coordination with Distribution, Investments, and Operations
Requirements of the role:
Experience within the asset management or financial services industry
Demonstrated ability to build and sustain strong, trust-based client relationships
Results-driven mindset with a proactive approach and sense of urgency in pursuing opportunities
Excellent verbal and written communication skills, with the ability to deliver engaging, impactful presentations
Strong interpersonal, organizational, and time management capabilities
Proficiency in Microsoft Office; experience with CRM platforms such as Salesforce preferred
Self-motivated professional with a commitment to excellence and high-quality client and stakeholder engagement
Sound judgment and decision-making skills; professional licenses (Series 7, 63) required or willingness to obtain within 6 months of hire; willingness to travel ~5–10%
The salary range for this position is $65,000 - $70,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace Model
Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.
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.
Invesco Ltd. is one of the world’s leading asset managers, with 8,300 employees helping retail and institutional investors in more than 120 countries rethink their challenges and find new possibilities for success.
Our collaborative mindset, breadth of solutions and global scale mean there are few problems we can’t help our clients address and few opportunities we can’t help them explore.
Our capabilities span nearly every asset class, investment strategy and vehicle, which means we’re able to offer, create or customize solutions to address a broad range of client needs, as the world continues to evolve at pace.
Our investing talent and experience, advanced portfolio and risk analytics, market intelligence, research and insights help our clients make highly informed decisions.
Our commitment to adding value goes beyond our products, for example helping advisory clients rethink how to elevate their own client interactions, strengthen their investment process and innovate their practices.
For disclosure, visit https://www.invesco.com/corporate/en/socialmedia.html.
Offices: 1331 Spring St NW, Atlanta, Georgia 30309, US · 303 Colorado St, Austin, Texas 78701, US · Perpetual Park Drive, Henley-on-Thames, England RG9 1, GB · 1 Connaught Place, 45F Jardine House, Hong Kong, HK
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