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Market Consultant

Invesco

Market Consultant

Invesco

New York, New York

·

On-site

·

Full-time

·

5d ago

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:

As a Market Consultant, you will build long-standing trusted partnerships with intermediary clients that increase long-term holdings of Invesco products and services. Serving as the face of Invesco to clients, you will be an integral part of fostering the client journey.

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 maximizing internal resources needed to meet those needs, including delivering insight-based education, coaching, and portfolio construction consultations
  • Perform portfolio construction and manager selection consultations to clients with varying technical expertise (includes practice level CIOs, CFAs, and analyst gatekeepers)
  • Develop and complete a data-driven client segmentation strategy
  • Deliver product presentations to current and prospective Financial Advisors via telephone, Web Ex, 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 Director to develop and implement a territory sales plan which is aligned with the overarching division plan

Requirements of the role:

  • 3+ years of asset management sales experience; undergraduate, college degree or equivalent preferred; CFA, CIMA or similar certification a plus; Series 7 and 63 required (63/65 can be substituted for the 66)
  • Background in and knowledge of capital markets, the mutual fund and ETF industry and products is crucial
  • Consultative, client first approach, delivering solutions, not products, to meet client needs and get results
  • Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills
  • A digital and data-driven mentality to develop and execute on a strategic business plan, including the adoption of technologies that improve efficiency and lead to an enhanced client experience
  • Technical investment expertise including superior knowledge of mutual funds, ETFs, SMAs and their competitive landscape and in-depth understanding of Capital Markets and the impact of economic factors
  • A growth mindset with a business-owner mentality

The salary for this position is $70,000/ 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.

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About Invesco

Invesco

Invesco

Public

Invesco is a global investment management company that provides a range of investment strategies and vehicles to institutional, retail, and high net worth clients worldwide. The company manages assets across equities, fixed income, alternatives, and multi-asset solutions.

5,001-10,000

Employees

Atlanta

Headquarters

Reviews

3.9

41 reviews

Work Life Balance

3.5

Compensation

3.9

Culture

3.9

Career

3.9

Management

3.7

78%

Recommend to a Friend

Pros

Good work-life balance and flexible environment

Competitive compensation and benefits

Opportunity for career growth

Cons

Internal communication could improve

Some organizational bureaucracy

Room for improvement in processes

Salary Ranges

389 data points

Junior/L3

Mid/L4

Principal/L7

Senior/L5

Director

Junior/L3 · Business Development and Culinary Manager

1 reports

$52,505

total / year

Base

$45,656

Stock

-

Bonus

-

$52,505

$52,505

Interview Experience

5 interviews

Difficulty

3.2

/ 5

Duration

14-28 weeks

Offer Rate

20%

Experience

Positive 20%

Neutral 80%

Negative 0%

Interview Process

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

Technical Assessment

5

Final Interview

6

Offer

Common Questions

Behavioral/STAR

Technical Knowledge

Financial Analysis

Market Knowledge

Past Experience