Назад
Company hidden
обновлено 2 дня назад

Market Leader

70 000 - 75 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Market Leader (Investment Management): Building and expanding intermediary relationships across Greater Seattle and Alaska to grow Invesco product holdings, with an accent on consultative sales, portfolio construction, and data-driven client segmentation. Focus on delivering investment education, developing territory sales plans, and covering boutique firms and non-metropolitan clients through strategic travel.

Location: Seattle, Washington; territory coverage includes Greater Seattle and Alaska. Hybrid workplace model with at least four full days per week in an hirify.global office.

Salary: $70,000–$75,000 per year, plus incentive pay.

Company

hirify.global is a global investment management firm providing investment strategies and products to clients worldwide.

What you will do

  • Build and grow long-term relationships with intermediary clients and financial advisors.
  • Use a consultative, client-first approach to identify needs and provide investment education, mentoring, and portfolio construction consultations.
  • Develop and execute a data-driven client segmentation strategy.
  • Deliver product presentations by phone, WebEx, office visits, cluster meetings, seminars, and conferences.
  • Plan strategic travel rotations to cover boutique firms and clients in non-metropolitan areas.
  • Partner with the Division Sales Manager to create and implement a territory sales plan.

Requirements

  • Series 7 and Series 63 licenses required.
  • Undergraduate degree or equivalent work experience required.
  • Five or more years of sales experience marketing investment products to financial advisors.
  • Strong knowledge of mutual funds, ETFs, SMAs, competitive investment products, capital markets, and economic factors.
  • Excellent listening, presentation, interpersonal, strategic planning, and data-driven business skills.
  • Growth mindset and business-owner mentality.

Nice to have

  • CFA, CIMA, or similar certification.

Culture & Benefits

  • Hybrid work schedule with regular office collaboration.
  • Flexible paid time off.
  • 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
  • Health and wellbeing benefits.
  • Parental leave benefits and employee stock purchase plan.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →