Client Portfolio Manager - Custom Equity Platform

Invesco is seeking a Client Portfolio Manager to join its Custom Equity Platform team. The role will involve representing the investment team and key investment strategies to clients, managing new business opportunities, and providing portfolio updates and insights to drive client engagement and loyalty.

Requirements

• Undergraduate degree required, preferably in business or related discipline.
• 5-8 years of investment-related client-facing experience.
• Proven success engaging and building relationships with wealth management advisors, gatekeepers, and investment due diligence teams.
• Experience working with advisors across all channels including wirehouses, RIAs, and independent advisory firms strongly preferred.
• Series 7 and 63 or 66 required.
• Regular travel required.

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