Regional Retirement Consultant
Invesco · Atlanta, United States · 17d ago
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 very 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
About the Role:
Invesco is seeking a highly motivated Regional Retirement Consultant to support our DCIO Senior Retirement Consultants in driving growth across the defined contribution marketplace. This role serves as a critical partner to the field sales team by helping deepen relationships with retirement plan advisors, consultants, TPAs, and other retirement industry stakeholders.
The ideal candidate will bring a combination of sales acumen, retirement industry knowledge, and consultative relationship-management skills. Candidates with backgrounds in asset management, DCIO distribution, corporate 401(k) sales, recordkeeping, TPA sales, or internal sales are encouraged to apply.
This position will require both sales/business development and sales support/relationship management, requiring strong collaboration with the external Senior Retirement Consultants while maintaining a proactive outbound sales focus.
About the Team:
Our DCIO team partners with retirement plan advisors, consultants, TPAs, and other industry professionals to deliver investment solutions across the defined contribution marketplace. Working closely with Senior Retirement Consultants, you'll help drive business growth, strengthen client relationships, and expand Invesco's presence within the retirement industry. This collaborative, sales-focused team values relationship building, industry expertise, and a client-first approach to helping retirement professionals and plan participants achieve their goals.
Responsibilities of the Role:
Partner closely with DCIO Senior Retirement Consultants to execute territory business plans and sales strategies.
Conduct proactive outbound sales calls to retirement plan advisors, consultants, and other retirement-focused professionals.
Develop and execute targeted email campaigns designed to drive engagement, meetings, and sales opportunities.
Identify and qualify new business opportunities across the defined contribution marketplace.
Provide consultative support to 401(k) advisors on Invesco investment capabilities and retirement solutions.
Coordinate meetings, follow-up activities, and territory management initiatives on behalf of the external sales team.
Maintain consistent communication with advisors and industry partners to strengthen relationships and uncover opportunities.
Utilize CRM tools to document activity, track pipeline progress, and support business development efforts.
Collaborate with internal partners across sales, marketing, product, and client service teams to deliver a best-in-class client experience.
Support retention and asset growth initiatives within existing relationships.
Requirements of the Role:
Bachelor's degree or equivalent experience.
Prior experience in sales, relationship management, or business development within financial services.
Strong communication, organization, and presentation skills.
Ability to work in a fast-paced, sales-oriented environment.
Must be located in, or willing to relocate to, the Atlanta, GA area.
Demonstrated knowledge of retirement plans, investments, and financial markets.
Must possess FINRA Series 7 and Series 63 licenses or obtain them within 90 days of hire.
Candidates holding equivalent securities licenses and registrations will also be considered.
This role is ideal for a retirement professional who combines investment knowledge, consultative selling skills, and a passion for helping advisors deliver better retirement outcomes for plan participants.
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
YesWorkplace Model
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.