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Associate Model Consultant

Invesco

Atlanta, GA

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JOB DETAILS
SALARY
$65,000–$70,000 Per Year
SKILLS
Asset Management, Brand Marketing (Branding), Business Growth, Business Model, Change Requests/Orders, Communication Skills, Consulting, Cross-Functional, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Data Modeling, Detail Oriented, Distribution Management, Diversity, Email Campaign, Financial Services, Interpersonal Skills, Investment Management, Investment Strategy, Management Strategy, Materials Analysis, Microsoft Office, Organizational Skills, Presentation/Verbal Skills, Professional License, Proposal Development, Sales, Sales Pipeline, Sales Prospecting, Salesforce.com, Series 7, Staff Policies, Stock Purchase Plans, Telephone Skills, Time Management, Willing to Travel, Writing Skills
LOCATION
Atlanta, GA
POSTED
2 days ago
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 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
Job Description

The role:

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. 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.

Responsibilities of the role:
  • Proactively engage existing Invesco model portfolio users through phone and targeted email campaigns
  • Identify and pursue off-the-shelf (OTS) model opportunities, including large platform and enterprise wins
  • Deliver virtual and in-person presentations on model portfolios and practice management strategies
  • Clearly articulate the value and role of model portfolios within an advisor's practice
  • 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
Requirements of the role:
  • Experience within the asset management or financial services industry
  • Demonstrated ability to build and sustain strong, trust-based client relationships
  • Results-driven mindset with a proactive approach and sense of urgency in pursuing opportunities
  • Excellent verbal and written communication skills, with the ability to deliver engaging, impactful presentations
  • Strong interpersonal, organizational, and time management capabilities
  • Proficiency in Microsoft Office; experience with CRM platforms such as Salesforce preferred
  • Self-motivated professional with a commitment to excellence and high-quality client and stakeholder engagement
  • Sound judgment and decision-making skills; professional licenses (Series 7, 63) required or willingness to obtain within 6 months of hire; willingness to travel ~5-10%


The salary range for this position is $65,000 - $70,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. 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.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. 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. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

About the Company

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