Quick Summary
Managing the digital footprint through bi-weekly/monthly targeted content campaigns via Salesloft. Assisting in the preparation and delivery of client communications, including digital outreach,
0–2 years of experience in financial services, sales, or client support preferred College degree or equivalent experience required Progress toward FINRA SIE,
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.
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
About the Role
~1 min read- Managing the digital footprint through bi-weekly/monthly targeted content campaigns via Salesloft.
- Assisting in the preparation and delivery of client communications, including digital outreach, webinar coordination, and follow-up activities.
- Analyzing sales trends across broker/dealer firms and individual advisors using Customer Relationship Management (CRM) system data and other external tools.
- Owning client engagement outreach by means of lead campaigns in coordination with data scientists, marketing, and the Wealth Management Platform (WMP) team.
- Delivering client service and implementing sales strategies focused on prospecting and client journey development.
- Leading consultative, relationship-building sales calls via the telephone, inbound/outbound, with financial advisors and other licensed professionals to deliver the Total Client Experience (Total CX) platform.
- Actively and accurately documenting all client interactions into the CRM system to ensure the integrity of our data, as well as deepen expertise within the system.
- Collaborating across teams to ensure timely and effective execution of business initiatives.
- Participating in a structured training curriculum focused on investment products, consultative selling, client service, and industry knowledge.
- Engaging in ongoing professional development to build skills in communication, portfolio analysis, and relationship management.
- Supporting the coordination of client events, meetings, and conferences as needed.
Requirements
~1 min read- 0–2 years of experience in financial services, sales, or client support preferred
- College degree or equivalent experience required
- Progress toward FINRA SIE, Series 7 and 63 licensing encouraged (must acquire required licenses within firm-defined time period)
- Curiosity about sales, prior sales experience a plus
- A strong desire to learn about Capital Markets, mutual funds, ETFs, other investment solutions, and impact of economic factors
- Consultative, client-first approach
- Strong written, verbal, and interpersonal communication skills
- A digital and data-driven approach
- Strong work ethic, high integrity, and strong values
- Motivated to achieve success and grow personally and with the firm
#LI-DNI
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.
Location & Eligibility
About this job
- Who can apply
- United States
- Posted
- 1 day ago
Listing Details
- Posted
- October 15, 2026
- First seen
- October 16, 2026
- Last seen
- October 16, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 56%
- Scored at
- October 16, 2026
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