Sr ETF Specialist at Invesco Ltd. | California | Rezi

Sr ETF Specialist at Invesco Ltd.

Sr ETF Specialist

Invesco Ltd. · California

1 months ago

Sr ETF Specialist

Invesco Ltd. · California

2 months ago
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About the Role

Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team within a global asset manager overseeing $1.7T in assets. This role partners closely with Consultants to drive distribution across retail channels, including Broker-Dealers, RIAs, and Private Client Groups. The ideal candidate brings ETF expertise, strong capital markets knowledge, and proficiency in portfolio analytics and investment research. A consultative, client-centric approach to business development is essential for success.

Responsibilities

  • Partner with Consultants to drive ETF market share growth and net sales across Invesco’s U.S.-listed ETF platform.
  • Act as the primary ETF specialist supporting Consultants in the field, developing targeted business plans and delivering high-impact ETF and Indexed Strategies resources to clients.
  • Deliver tailored education to clients of varying ETF expertise on investment strategies, product positioning, and portfolio construction, independently and in collaboration with Consultants.
  • Lead engaging group and one-on-one presentations that clearly differentiate Invesco’s ETF platform across virtual, phone, and in-person settings.
  • Serve as a trusted resource for client inquiries on ETF product features and performance.
  • Travel up to 80% to support client engagement and business development efforts.

Requirements

  • Series 7 & 63 licenses required; CIMA or CFA preferred.
  • Bachelor’s degree in business, finance, or related field required.
  • 5+ years of investment experience, with deep expertise in ETFs.
  • Proven track record working with financial advisors and managing a territory.
  • Strong strategic thinker with the ability to build and maintain meaningful client relationships.
  • Excellent presentation, communication, and interpersonal skills.
  • Advanced quantitative, analytical, and investment research capabilities.
  • Self-motivated, collaborative professional with a growth mindset, strong business ownership mentality, and passion for capital markets, asset management, and ETFs.

Skills

  • ETF expertise
  • Capital markets knowledge
  • Portfolio analytics
  • Investment research
  • Consultative, client-centric approach
  • Presentation skills
  • Communication skills
  • Interpersonal skills
  • Quantitative skills
  • Analytical skills

Location

  • Hybrid

Work Type

  • Full-time
  • Employee
  • Hybrid work schedule

Experience Level

  • Senior
  • 5+ years of investment experience

Education Level

  • Bachelor’s degree in business, finance, or related field

Salary/Compensations

  • $160,000 to $175,000/ year

Benefits

  • 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

About the Company

  • 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.

Equal Opportunity

  • 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.