Model Consultant

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 ver y 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 Model Consultant – California, Hawaii & Las Vegas (Nevada) The Model Consultant is responsible for driving model portfolio sales, accelerating asset growth, and strengthening strategic client relationships across California, Hawaii, and Las Vegas. This highly consultative, external-facing role partners with financial advisors, RIAs, broker-dealers, home offices, and platform partners to position Invesco’s model portfolio solutions as a core component of advisor practice growth. The Model Consultant serves as the regional ambassador for Invesco’s model business, combining sales acumen, investment expertise, and practice management insights to deliver a differentiated client experience and help advisors achieve better outcomes for their clients and practices.

Sales & Business Development Drive asset growth and market share of Invesco model portfolio solutions throughout California, Hawaii, and Las Vegas. Develop and execute strategic territory business plans to identify, prioritize, and capture new model portfolio opportunities. Prospect and cultivate relationships with financial advisors, RIAs, broker-dealers, aggregators, and platform partners. Partner with internal and external wholesalers to uncover opportunities and increase model adoption across key distribution channels. Identify and pursue both custom model and off-the-shelf (OTS) model opportunities, including enterprise and large-platform initiatives. Client Relationship Management Build and maintain trusted relationships with advisors, investment committees, home office personnel, and key decision makers. Serve as the primary point of contact for existing model clients, delivering a best-in-class client experience. Conduct portfolio review meetings, business development discussions, and strategic planning sessions with clients. Lead ongoing client engagement initiatives focused on retention, expansion, and satisfaction. Investment & Practice Management Consulting Deliver compelling presentations on model portfolios, portfolio construction, market insights, and wealth management trends. Clearly articulate the value proposition of model portfolios and their role in helping advisors scale, improve consistency, and drive organic growth. Provide consultative guidance on practice management topics including scalability, operational efficiency, advisor productivity, and client acquisition. Collaborate with investment teams to communicate portfolio positioning, performance drivers, and strategic updates. Regional Leadership & Market Development Represent Invesco at client events, conferences, due diligence meetings, and industry forums. Develop deep knowledge of regional advisor trends, competitive dynamics, platform developments, and marketplace opportunities. Actively participate in territory campaigns, targeted initiatives, and strategic regional growth plans. Gather client feedback and market intelligence to help shape future product development and growth strategies. Business Management & Collaboration Maintain an accurate and disciplined sales pipeline using