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About the Role

As a Director of Investment Due Diligence on the Wealth Management Platform (WMP) team, you will be responsible for enhancing Invesco’s platform relevance, supporting existing product placements, increasing awareness of Invesco’s capabilities, and disseminating thought leadership. Success in this role hinges on building deep relationships and providing tailored client service to home office research professionals at wealth management firms, with the primary objective of increasing Invesco’s presence on Recommended Lists and in Models. The team aims to be the industry's premier home office engagement team, exceeding client expectations by redefining the role of strategic partners. This position demands significant investment acumen to engage with investment teams, understand Invesco’s diverse product offerings across asset classes and vehicles, and differentiate these products from competitors on client platforms.

Responsibilities

• Drive all aspects of research engagement through high-level interaction on investment matters, Invesco organizational updates, and investment team news.
• Deliver top-tier client service by being highly responsive, ensuring timely request completion, and coordinating portfolio review meetings with investment teams.
• Proactively share new investment ideas, thought leadership, and other value-added information.
• Develop a strategic approach to deepen relationships and identify growth areas for new partnerships, building a continuous pipeline of opportunities.
• Monitor platform trends and competitive product landscapes to strategically position Invesco’s product line.
• Gather and share feedback with investment teams and Strategic Account Managers regarding changes in investment views, client demands, and industry trends.
• Support and engage Strategic Account Managers in effectively communicating platform updates and development opportunities.

Requirements

• Minimum of five years of direct manager research experience or wealth management platform-related sales experience.
• Experience marketing investment products to institutional-type buyers or engaging with financial advisors.
• Proven ability to build relationships.
• Results-oriented mindset with a natural sense of urgency in pursuing opportunities.
• Strong communication (written and oral) and engaging presentation skills.
• Excellent interpersonal and organization skills.
• Highly proficient in software applications, including Microsoft Office.
• Highly motivated, seeking excellence in work quality and engagement with clients and internal partners.
• Intellectually curious about investment markets and the broader asset/wealth management business.
• Demonstrates good judgment.
• FINRA Series 7 and 66 required or must achieve registrations in a short period of time of hire.
• Ability to travel domestically up to 40% of the time.

Skills

• Microsoft Office
• Morningstar Direct
• FactSet
• Investment acumen
• MBA
• CFA
• CAIA
• CIMA

Location

• New York, NY

Work Type

• Full time
• Employee
• Hybrid work schedule
• Hybrid

Experience Level

• Minimum of five years of direct manager research experience or wealth management platform-related sales experience.

Education Level

• MBA
• CFA
• CAIA
• CIMA

Salary/Compensations

• $200,000 - $230,000 Base/year

Benefits

• 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

About the Company

• 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.

Equal Opportunity

• 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.