Associate Model Consultant

About the role

The Associate Model Consultant partners with Model Consultant regions to drive sales of Invesco’s model portfolios, accelerate business growth and deliver a differentiated client experience. This commercial, client‑facing position works in a fast‑paced environment, supporting both existing users and new prospects across the region.

Key responsibilities

• Engage existing Invesco model portfolio users through phone and targeted email campaigns.
• Identify and pursue off‑the‑shelf model opportunities, including large platform and enterprise wins.
• Deliver virtual and in‑person presentations on model portfolios and practice management strategies.
• Lead quarterly client review calls, respond to portfolio change requests and provide tailored insights.
• Create and customize co‑branded marketing materials, analyze client models and develop proposals using tools such as YCharts.
• Support prospective client meetings, capture insights and coordinate follow‑ups with internal stakeholders.
• Maintain pipeline tracking and model data in Excel, ensuring seamless execution with Distribution, Investments and Operations teams.

Required profile

• Experience in asset management or financial services.
• Proven ability to build and sustain strong, trust‑based client relationships.
• Results‑driven mindset with a proactive, urgent approach to opportunities.
• Excellent verbal and written communication skills for impactful presentations.
• Strong interpersonal, organizational and time‑management capabilities.
• Self‑motivated professional committed to high‑quality client service.

Required skills

• Proficiency in Microsoft Office, especially Excel.
• Experience with CRM platforms such as Salesforce.
• Familiarity with YCharts for model analysis.

What we offer

• Flexible paid time off.
• Hybrid work schedule.
• 401(k) matching up to 6% plus discretionary contribution.
• Health and wellbeing benefits.
• Parental leave benefits.
• Employee stock purchase plan.