Division Associate
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 ver y 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
About the Department
About the Role
Responsibilities of the Role
- 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 of the Role
- 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
Full Time / Part Time
Worker Type
Job Exempt (Yes / No)
Workplace Model
Not included in the source posting: qualifications, benefits.
Who can apply
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