Model Consultant – California, Hawaii & Las Vegas

About the role

Invesco is seeking a Model Consultant to drive sales of its model portfolio solutions across California, Hawaii, and Las Vegas. This external‑facing position partners with financial advisors, RIAs, broker‑dealers and platform partners to embed Invesco’s models into advisor practices and accelerate asset growth.

Key responsibilities

• Develop and execute territory business plans to capture new model portfolio opportunities.
• Prospect and cultivate relationships with advisors, RIAs, broker‑dealers, aggregators and platform partners.
• Collaborate with internal and external wholesalers to increase model adoption across distribution channels.
• Identify and pursue custom and off‑the‑shelf model opportunities, including enterprise initiatives.
• Serve as the primary point of contact for existing model clients, delivering portfolio reviews, business development discussions and strategic planning sessions.
• Lead client engagement initiatives focused on retention, expansion and satisfaction.
• Deliver presentations on model portfolios, portfolio construction, market insights and wealth‑management trends.

Required profile

• Proven experience in sales, business development or investment consulting within the financial services industry.
• Strong relationship‑building skills with advisors, investment committees and platform partners.
• Ability to develop strategic plans and execute them to achieve asset‑growth targets.
• Excellent communication and presentation abilities.

Required skills

What we offer

• Flexible paid time off and hybrid work schedule.
• 401(k) matching of 100% up to the first 6% plus discretionary contributions.
• Comprehensive health and wellbeing benefits.
• Parental leave benefits.
• Employee stock purchase plan.