Build and maintain consultative relationships with high-end RIAs across a multi-state territory to grow Invesco product holdings. Deliver presentations, implement data-driven client segmentation and territory sales plans, mentor advisors, and execute strategic travel to support sales growth, retention, and brand awareness.

Lead consultant engagement to secure buy ratings, OCIO allocations, and institutional mandates. Build and maintain consultant relationships, coordinate research agendas, partner with Taft Hartley sales, collaborate with investment and sales teams, and deliver due diligence to drive AUM and revenue growth.