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.

About the Team

The US Wealth Management Intermediaries (WMI) Field Distribution team builds long-term, consultative partnerships with financial advisors and intermediary firms across the country. We lead with client needs, combining insight-based education, portfolio consultations and Invesco's broad product range to help advisors grow their businesses. Our team is data-driven, digitally minded and works closely with Division Sales Managers to carry out territory plans, all with a growth mindset and a business-owner mentality.

The Role

As a Market Leader, you will build long-standing, positive relationships with intermediary clients that improve long-term holdings of Invesco products and services. Serving as the face of Invesco, you will be an integral part of fostering the client journey with a consultative, client first approach, to identify needs and get results. Territory coverage is South Central Texas.

 

Responsibilities of the role:

• Develop differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum wallet share.
• Approach all interactions as a consultant, starting with client needs and optimally using internal resources needed to meet those needs, including delivering insight-based education, mentoring, and portfolio construction consultations.
• Develop and complete a data-driven client segmentation strategy.
• Deliver product presentations to current and prospective Financial Advisors via telephone, WebEx, office visits, cluster meetings, seminars, and conferences.
• Build and implement strategic travel rotation to cover smaller boutique firms across the country and clients in non-metropolitan areas.
• Partner with the Division Sales Manager to create and implement a territory sales plan which is aligned with the overarching division plan.

 

Requirements of the role

• Series 7 and 63 required.
• CFA, CIMA or similar certification a plus.
• Undergraduate, college degree or equivalent work experience required.
• Five (5) or more years of sales experience in marketing investment products to financial advisors.
• Technical investment expertise including outstanding knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors.
• Excellent listening skills with a natural inclination to focus on meeting needs coupled with strong presentation and interpersonal skills.
• A digital and data-driven mentality to develop and carry out a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience.
• A growth mindset with a business-owner mentality.

The salary range for this position is $70K Base - $75K 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.