Invesco
Model Consultant
Los Angeles, California · Part-time
Sponsorship not specified$60k-$70kDetected 1 day ago
CRMSalesBusiness DevelopmentPipeline ManagementLeadershipCommunicationCollaborationPublic SpeakingMicrosoft Office
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15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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About the role
- 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.
Responsibilities
- Drive asset growth and market share of Invesco model portfolio solutions throughout California, Hawaii, and Las Vegas.
- Develop and execute strategic territory business plans to identify, prioritize, and capture new model portfolio opportunities.
- Prospect and cultivate relationships with financial advisors, RIAs, broker-dealers, aggregators, and platform partners.
- Partner with internal and external wholesalers to uncover opportunities and increase model adoption across key distribution channels.
- Lead ongoing client engagement initiatives focused on retention, expansion, and satisfaction.
- Deliver compelling presentations on model portfolios, portfolio construction, market insights, and wealth management trends.
- Clearly articulate the value proposition of model portfolios and their role in helping advisors scale, improve consistency, and drive organic growth.
- Collaborate with investment teams to communicate portfolio positioning, performance drivers, and strategic updates.
- Develop deep knowledge of regional advisor trends, competitive dynamics, platform developments, and marketplace opportunities.
- Maintain an accurate and disciplined sales pipeline using CRM systems, including Salesforce.
Requirements
- Bachelor's degree or equivalent professional experience.
- Strong understanding of model portfolios, investment management, and advisor workflows.
- Proficiency in Microsoft Office Suite and CRM platforms such as Salesforce.
- Series 7 and Series 66 (or Series 63/65 equivalent) required, or ability to obtain within prescribed timeframe.
Compensation
- Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Benefits
- Flexible paid time off
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
- Build and maintain trusted relationships with advisors, investment committees, home office personnel, and key decision makers.
Company info
- We are proud to be an equal opportunity employer.
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
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This listing is sourced directly from Invesco's careers page and normalized into a canonical job model.