Regional Consultant
Invesco
- Vancouver, BC
- Permanent
- Full-time
- Develop differentiated client relationships, including growing existing client relationships and developing new profitable relationships to reach maximum market share with the advisor community including family offices and private investment counsels
- Conduct consultative, relationship-building sales calls with financial advisors and other licensed professionals
- Partner with the AVP, Regional Consultant Manager and RVP, Senior Consultant to develop and implement a territory sales plan
- Approach interactions as a consultant, starting with client needs and optimally using internal resources needed to meet those needs, including delivering insight-based education, coaching, and portfolio construction consultations
- Simplify the sophisticated investment universe applying portfolio construction and manager selection consultations to clients with varying technical expertise
- Develop and complete a data-driven client segmentation model, including the consistent profiling of clients, timely and accurate memorializing of all interactions into the firm’s CRM system, and successful allocation of resources
- Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms
- Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences
- 2-5 years of sales experience in financial services preferred
- An Undergraduate degree and/or equivalent work experience is required
- Completion of the CSC is required. Can be completed within a year of employment.
- Progress toward a CFP, RFP is preferred.
- Additional professional designations (CIM, CFA, etc.); an asset.
- A current understanding (or strong desire to learn) of capital markets, mutual funds, ETFs, other investment solutions, and impact of economic factors
- Strong work ethic, high integrity and strong values
- Motivated to achieve success and grow with the firm
- Consultative, client first approach, delivering strategies to meet client needs and get results
- Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills
- A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities