Sr ETF Specialist

Invesco Ltd
  • Charlotte, NC
  • $180,000–$190,000 Per Year
11 days ago

Job Description

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

Summary Description:

Invesco is seeking a ETF Specialist to join its ETF client facing team. As a global asset manager with $2.0 T in total assets, Invesco has built a robust ETF product range that includes 230+ US-listed ETFs totaling more than $800 billion in assets under management. Invesco's ETF platform is known for its highly innovative approach to ETF investing and has roots across equity, fixed income and commodities as well as various investment styles from passive to alternatively weighted strategies (e.g. fundamental, factor, equal weight).

The Senior ETF Specialist partners with Consultants to drive market penetration of Invesco's ETF products and services through the retail distribution channels. These channels include Broker-Dealer (independent and wirehouse), RIA, and Private Client Groups. The successful candidate must have strong knowledge of the ETF ecosystem along with a deep understanding of capital markets, portfolio analytics, and investment research.

We are targeting candidates that live within the respective territories of coverage with expectations to travel in territory.

Primary Duties/Responsibilities:

  • Collaborate and partner with Market Teams to support ETF market share growth and the net sales of our US listed ETFs
  • Drive sales and awareness with targeted ETF clients within region
  • Connect ETF resources to Market teams including internal stakeholders, index providers, etc.
  • Educate a wide range of clients with varying degrees of ETF knowledge on investment strategies, product positioning and portfolio implementation strategies across the entire Invesco ETF range.
  • Conduct compelling group and individual presentations designed to articulate and differentiate Invesco's ETF Platform.
  • Respond to client inquiries relating to fund features and performance in partnership with Consultants.
  • Serve as the main contact to Consultants in the field to support their ETF needs and charged with delivering the best and most useful ETF resources. Coverage will be based on geography and client channel.

Education/License/Registration/Certification:

  • Undergraduate in business, finance or related discipline required.
  • CIMA or CFA preferred.
  • Series 7 & 63

Work Experience:

  • Minimum 5 years investment related experience with specific subject matter expertise in ETFs
  • 5 years of client facing or business development experience in a wholesale investment services environment with a proven track record of success
  • Strong knowledge of and prior experience with ETFs required.

Skills:

  • A passion for capital markets, asset management and ETFs
  • A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continually improve capabilities.
  • Demonstrated ability to think strategically, build strong relationships and execute
  • Excellent presentation and verbal/written communication skills
  • Outstanding quantitative and analytical skills
  • Team player with excellent interpersonal skills
  • Ability to maintain an open minded, flexible and collaborative approach
  • Self-motivated, driven and entrepreneurial professional
  • undefined Working Conditions:· Up to 80% travel may be required.

The salary range for this position in New York, NY is $180K - $190K 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.

Numbers & Facts

LocationCharlotte, NC
Salary$180,000–$190,000 Per Year

Skills

  • Analysis Skillsunmatched
  • Asset Managementunmatched
  • Brokerageunmatched
  • Business Developmentunmatched
  • Candidate Sourcingunmatched
  • Capital Marketsunmatched
  • Chartered Financial Analyst (CFA)unmatched
  • Chartered Institute of Management Accountants (CIMA)unmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Distribution Channelunmatched
  • Diversityunmatched
  • Ecosystemsunmatched
  • Entrepreneurshipunmatched
  • Financeunmatched
  • Fixed Income Investmentsunmatched
  • Geographyunmatched
  • Interpersonal Skillsunmatched
  • Investment Managementunmatched
  • Investment Servicesunmatched
  • Investment Strategyunmatched
  • Market Shareunmatched
  • On Site Supportunmatched
  • Portfolio Analysisunmatched
  • Presentation/Verbal Skillsunmatched
  • Product Positioningunmatched
  • Quantitative Analysisunmatched
  • Retail Channelunmatched
  • Revenue Growthunmatched
  • Rich Internet Application (RIA)unmatched
  • Salesunmatched
  • Series 7unmatched
  • Staff Policiesunmatched
  • Stock Purchase Plansunmatched
  • Team Playerunmatched
  • Wholesale Industryunmatched
  • Willing to Travelunmatched
  • Writing Skillsunmatched

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