обновлено 2 дня назад
Market Leader
70 000 - 75 000$
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 office.
Salary: $70,000–$75,000 per year, plus incentive pay.
Company
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.
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