Invesco
Associate Model Consultant
Atlanta, Georgia · Part-time
Sponsorship not specified$65k-$70kDetected 28 days ago
Email MarketingSalesforceCRMExcelCommunicationTime ManagementPublic SpeakingMicrosoft Office
About the role
- The position is highly commercial in nature, requiring a proactive, detail-oriented professional who thrives in a fast-paced, client-facing environment.
- This individual will play a key role in expanding the Custom Models business, deepening client relationships, and enabling high-impact sales activity across the region.
- Experience within the asset management or financial services industry
Responsibilities
- Deliver virtual and in-person presentations on model portfolios and practice management strategies
- Lead quarterly client review calls, respond to portfolio change requests, and deliver tailored insights and commentary
- Create and customize co-branded marketing materials, analyze client models, and develop proposals using tools like YCharts
- Support prospective client meetings by capturing insights, coordinating follow-ups, and partnering with internal stakeholders
- Maintain pipeline tracking, model data (Excel), and ensure seamless execution through cross-functional coordination with Distribution, Investments, and Operations
- This role partners closely with one or more Model Consultant regions to drive model portfolio sales, accelerate business growth, and deliver a differentiated client experience.
- 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.
Requirements
- professional licenses (Series 7, 63) required or willingness to obtain within 6 months of hire
- 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.
Nice to have
- Proficiency in Microsoft Office
- experience with CRM platforms such as Salesforce preferred
Compensation
- The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location
Benefits
- Flexible paid time off
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
Visa & Work Authorization
- ard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status
Apply directly at Invesco →Create a free account for alerts like thisView Invesco immigration profile
This listing is sourced directly from Invesco's careers page and normalized into a canonical job model.