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Division AssociateTelepathy, Inc. • Atlanta, Georgia, United States
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Division Associate

Telepathy, Inc.
  • US
    Atlanta, Georgia, United States
  • US
    Atlanta, Georgia, United States
Postuler Maintenant

À propos

Division Associate

The Internal Sales Department engages with financial professionals to deliver a Total Client Experience in becoming an indispensable partner. To accomplish this, we leverage a differentiated consultative experience with our clients through Business Consulting, Portfolio Consulting, and Client Engagement. We Learn, Grow and Succeed together.

The Division Associate is a key member of our Internal Sales Desk, responsible for nurturing long-standing relationships with existing intermediary clients, driving proactive engagement strategies, and supporting reactive account and relationship management. This role also focuses on identifying and cultivating new client relationships to expand wallet share and promote long-term investment in Invesco products and services. As a primary point of contact, the Division Associate serves as the voice of Invesco, playing a vital role in advancing the client journey and contributing to both revenue growth and profitability. This position is ideal for recent college graduates or early-career sales professionals looking to break into the asset management industry. Invesco offers a collaborative culture, a supportive environment, an industry-leading training program, and a strong track record of internal career advancement.

Responsibilities of the Role:

  • Managing the digital footprint through bi-weekly/monthly targeted content campaigns via Salesloft.
  • Assisting in the preparation and delivery of client communications, including digital outreach, webinar coordination, and follow-up activities.
  • Analyzing sales trends across broker/dealer firms and individual advisors using Customer Relationship Management (CRM) system data and other external tools.
  • Owning client engagement outreach by means of lead campaigns in coordination with data scientists, marketing, and the Wealth Management Platform (WMP) team.
  • Delivering client service and implementing sales strategies focused on prospecting and client journey development.
  • Leading consultative, relationship-building sales calls via the telephone, inbound/outbound, with financial advisors and other licensed professionals to deliver the Total Client Experience (Total CX) platform.
  • Actively and accurately documenting all client interactions into the CRM system to ensure the integrity of our data, as well as deepen expertise within the system.
  • Collaborating across teams to ensure timely and effective execution of business initiatives.
  • Participating in a structured training curriculum focused on investment products, consultative selling, client service, and industry knowledge.
  • Engaging in ongoing professional development to build skills in communication, portfolio analysis, and relationship management.
  • Supporting the coordination of client events, meetings, and conferences as needed.

Requirements of the Role:

  • 02 years of experience in financial services, sales, or client support preferred
  • College degree or equivalent experience required
  • Progress toward FINRA SIE, Series 7 and 63 licensing encouraged (must acquire required licenses within firm-defined time period)
  • Curiosity about sales, prior sales experience a plus
  • A strong desire to learn about Capital Markets, mutual funds, ETFs, other investment solutions, and impact of economic factors
  • Consultative, client-first approach
  • Strong written, verbal, and interpersonal communication skills
  • A digital and data-driven approach
  • Strong work ethic, high integrity, and strong values
  • Motivated to achieve success and grow personally and with the firm

Full time

Employee

No

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.

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.

  • Atlanta, Georgia, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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