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About the Role

The Wealth-Tech / Custodian Strategic Account Manager (SAM) role is a client-facing position on the Wealth Management Platforms team, serving as the secondary point of contact for existing FinTech/Wealth-Tech and leading Custodian client relationships. This role supports critical client relationships and works with experienced Senior SAMs to elevate the Invesco brand across client firms, offering a significant professional development opportunity. The primary focus is supporting Custom Model and SMA product lines in US Retail, as well as Custodian and TAMP platforms for RIA marketplace product access.

Responsibilities

Execution, education, and field adoption of the FinTech Firms business plan.
Placement of IVZ products on Client Partner Platforms.
Training of Field Sales teams about the FinTech ecosystem and its impact on sales and growth.
Representing Invesco at Industry and Client events to promote IVZ products.
Negotiation of business contracts and financial terms for organic growth and advisor education.
Dissemination of data to assist field sales with sales opportunities.

Requirements

Specialized depth and/or breadth of expertise in financial services with an emphasis on the RIA marketplace and broad knowledge of related job families (e.g., financial sales, strategic accounts).
Keen interest in the growing RIA marketplace, with an emphasis on technology platforms serving this community.
Ability to lead others to solve complex problems requiring significant initiative and independent judgment.
Ability to work independently, with guidance only in the most complex situations.
Skill in converting technical FinTech client information and Custodian platform knowledge into compelling business context and advice for field sales teams.
Ability to interpret internal/external business challenges and recommend best practices to improve products, processes, or services.
Ability to work on complex assignments requiring significant initiative and independent judgment to determine a course of action within established goals.
Application of previous financial services sales, strategic accounts, and RIA experience and skills to solve complex problems creatively.
Ability to communicate difficult concepts and negotiate with others to adopt a different point of view.

Skills

Financial Services
RIA Marketplace
Financial Sales
Strategic Accounts
FinTech
Custodian Platforms
Business Development
Client Relationship Management
Contract Negotiation
Data Analysis

Location

New York, NY

Work Type

Hybrid work schedule
Full time
Employee
Hybrid

Experience Level

Requires specialized depth and/or breadth of expertise
Leads others to solve complex problems
Works independently

Salary/Compensations

$130,000 - $150,000 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.