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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.

Key Responsibilities

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 CRM systems, including Salesforce.

• Coordinate effectively with Distribution, Investments, Product, Marketing, and Operations teams to execute client opportunities.

• Track business results, sales activity, and territory performance against objectives.

• Ensure timely follow-up and execution of client requests, opportunities, and internal initiatives.

Qualifications & Experience

• Bachelor's degree or equivalent professional experience.

• Experience within asset management, wealth management, or financial services.

• Demonstrated success in consultative sales, relationship management, or business development.

• Strong understanding of model portfolios, investment management, and advisor workflows.

• Proven ability to develop and maintain senior-level client relationships.

• Excellent presentation, communication, and interpersonal skills.

• Strong organizational, planning, and time-management capabilities.

• Proficiency in Microsoft Office Suite and CRM platforms such as Salesforce.

• Series 7 and Series 66 (or Series 63/65 equivalent) required, or ability to obtain within prescribed timeframe.

• Ability and willingness to travel extensively throughout California, Hawaii, and the Las Vegas region.

Strongly Preferred

• Geographically located in the Western half of the US. Living in California is preferred but not required.

• Experience working with RIAs, broker-dealers, TAMPs, custodians, or home office investment teams.

• Knowledge of model portfolio construction and portfolio analytics.

• Experience presenting to large advisor audiences and executive-level stakeholders.

• Demonstrated ability to drive asset growth within a defined territory.

Success Measures

• Consistently achieve or exceed regional sales and asset growth objectives.

• Increase adoption of both Custom and Off-the-Shelf Model portfolios.

• Develop deep, strategic relationships with key advisory firms and platforms.

• Deliver a differentiated client experience that drives retention and expansion.

• Serve as a trusted consultant helping advisors grow, scale, and improve practice outcomes through model portfolios.

The salary range for this position in New York, NY is $60,000 - $70,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location"

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.