As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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.

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Job Description

Your Role:

Responsible for supporting Invesco Strategic Account efforts to proactively grow business and evolve single-product line relationships into multi-dimensional business relationships by facilitating and implementing Strategic Accounts strategy, developing client business plans with defined client needs & value propositions, measuring/monitoring success of client business plan execution across home office, field sales force, value-add programs, and implementing cross functional Retail Sales initiatives in collaboration with Senior Management and Strategic Accounts

You will be responsible for:

• Manage a full-circle approach to creation, execution and measurement of top-tier client business plans, incorporating client strategy, execution and measurement for each top-tier client across Strategic Accounts, Field Sales and Value Add Programs.
• Facilitate definition of client needs and development of value propositions and client-facing proposals, along with action plans to strengthen relationships and win business.
• Build sales momentum in the firm by leveraging relationship and firm insight. Increase shelf-space on new/existing platforms and recommended lists.
• Build and strengthen relationship through contact frequency including: comprehensive face-to-face, phone, electronic contact with key decision-makers and points of influence at firms which increase our levels of influence at various firm levels.
• Service key firm relationships by responding promptly and accurately to clients, effectively triaging requests/challenges by funneling to appropriate areas.
• Deepen penetration within existing channels by establishing and/or re-establishing Invesco’s position with Clients.
• Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention.
• Relationship management to further develop and deepen senior relationships with Strategic Clients by visiting key contacts to profile relationships, discuss activities and resolve conflicts.
• Take a lead role in managing completion of business contracts/revenue-sharing agreements, including solid negotiations to ensure maximum value, leveraging Invesco’s strength to secure optimal positioning within agreements for dollars invested.
• Oversee management reporting to ensure an accurate and insightful picture of client relationship and opportunities is represented within Executive summary updates, relationship briefings, firm segmentation information, and senior management requests.
• Participate in harmonizing strategy / tactics and distribution opportunities for larger and complex cross-functional initiatives for assigned firms
• Take a lead role in managing and implementing larger and complex cross-functional initiatives which involve assigned firms.

The experience you bring:

• 3-5 years experience in managing and implementing large and complex initiatives
• 3-5 years analytical & business planning experience
• 3-5 years relationship-management and communication/facilitation experience
• Ability to influence and persuade others, bridge differences and build consensus towards a common goal or objective is critical.
• Leadership and communication is critical, as is a demonstrated ability to establish and maintain productive working relationships with key internal and external partners.
• Setting and implementing strategy is critical.
• Excellent verbal and written communication and presentation skills.
• Excellent analytical and organizational skills to determine the needs of the organization and implement feasible solutions.
• Marketing and analytical skills required to develop and follow through on strategy and business plans.
• Undergraduate, college degree or equivalent preferred.
• Series 7 and 66 (or 63/65) required.
• Possibility of travel up to 50%

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

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.