Description

Invesco is a leading global asset management firm with more than $858B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries. (*As of June 30, 2017)

Job Purpose (Job Summary):
The BDA provides support to a team of Wholesalers and Business Development Managers. Retail Sales is structured into regional teams across Canada, comprised of a face-to-face sales force, an inside sales team and sales support staff. Effective communication and the ongoing development of a collaborative culture within Sales and across the Invesco organization are key components in building valuable relationships across the financial community and achieving sales excellence.

Key Responsibilities / Duties:

• Advisor Meetings/Events:
• Arrange advisor meetings as defined in the Territory Sales Plan
• Assist the Territory team in coordinating branch meetings/small events
• This includes, catering, on-site execution, driving attendance to branch meetings, and determine inclusion of kit materials based on discussion with Wholesaler
• General Sales and Marketing Support:
• Co-ordinate and monitor prompt distribution of marketing materials
• Facilitate Territory Team’s access to advisors and branches
• Championing service issues for Territory Team’s advisors with Client Services
• Preparing Wholesalers for one-on-one meetings and branch presentations
• Manage advisor recognition program for the territory
• Organize and execute e-marketing campaigns on behalf of Region & Territory
• Compliance Sales Practices & Co-operative Marketing Support:
• Provide interpretation, guidance, education and clarification of rules, regulations, and Invesco policies to Territory team and external advisors
• Works with and provides forms and information to Investments Advisors/Investment Advisor Assistants regarding the process at Invesco and compliance requirements
• Traffics Advisor Initiated sales communications (advertisements) through the marketing & compliance approval process
• Acts as the key contact with Investment Advisor (IA) /Investment Advisor Assistant and marketing & compliance
• Keep IA and Wholesaler up-to-date on status of co-op requests
• Administrative Duties:
• Booking travel arrangements for Wholesalers/Inside Wholesalers
• Prepare and submit expense reports for Wholesalers
• Processing invoices, preparing cheque requisitions, and submitting invoices to accounts payable
• Complete general office administrative duties for each Territory Team
• Generate sales reports to be used in the business planning process
• Provide ideas for advisor recognition
• Provide ideas for business promotional events
• Assist in monitoring of progress against the Territory Sales Plan
• Maintain up to date contact information on SFDC

Qualifications

Work Experience / Knowledge:

• Working knowledge of the mutual fund industry
• Strong customer service skills
• Proficient with Microsoft Office Suite

Skills / Other Personal Attributes Required:

• Teamwork and Collaboration
• Effective oral and written communication skills
• Proactive and takes initiative to improve operational effectiveness
• Must possess excellent organization, problem-solving, issue resolution, attention to detail and customer service skills
• Ability to work under pressure to meet tight deadlines

Formal Education: (minimum requirement to perform job duties)

• Post secondary education (business, commerce, administration) a definite asset, or equivalent work experience

License/Registration/Certification: (minimum requirement to perform job duties)

• Completion of CSC or ability to complete within an agreed upon date

Working Conditions:

• Normal office environment with little exposure to noise, dust and temperatures
• Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment

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 is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at b5fb6518@freshgigs.ca or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.