As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

You Role:

Invesco is seeking a DCIO, Senior Retirement Consultant, to cover the Southeast region.  The primary role of the Senior Retirement Consultant is to develop relationships with intermediaries to drive sales and retain assets within Defined Contribution Plans with both Advisors and assigned Home Office relationships.

 

You Will Be Responsible For:

• Developing and executing sales and retention strategies focused on maximizing Invesco’s penetration of the retirement market and increasing customer loyalty within the territory and with assigned Home Office firms.
• Credibly representing and positioning Invesco’s investment strategies, including differentiating the firm’s strategies from competitor strategies
• Partnering with colleagues in Retail Distribution, Institutional Distribution, as well as, Strategic Accounts, Marketing, and Regional Retirement Consultants to:
• Ensure alignment around business strategy, capitalize on opportunities and to anticipate and overcome challenges
• Conducting effective group and individual presentations designed to educate and support retirement-focused financial advisors and their efforts to better serve their clients and prospects

 

The Experience You Bring:

• 5 years of sales experience with a significant portion of those years focused on marketing retirement products
• A verifiable and proven track record of success raising Defined Contribution assets across multiple years, and varying market conditions in the all intermediary channels
• Relationships with key decision-makers and influencers within Invesco’s target firms and institutions
• A strong investment acumen and subject matter expertise in Retirement and DCIO as well as a deep understanding of the competitive landscape
• In-depth understanding of capital markets and the impact of economic factors
• Proven ability to analyze data, create and implement a successful business plan and territory plan
• Demonstrated ability to think strategically, build strong relationships and execute across varying market cycles
• Excellent listening skills with a natural inclination to focus on customer needs
• Strong presentation and communication skills
• Creativity and resourcefulness while remaining pragmatic and grounded
• Must reside within the territory
• Undergraduate degree required, with strong record of academic achievement
• Series 7 & 63 required
• CFA, CFP, or CIMA designation preferred

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

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