Client Operations Manager
About The Position
The Client Operations Manager (COM) provides proactive operational leadership across the institutional client lifecycle, including onboarding, transitions, reporting, and ongoing service. Partnering closely with Sales, Relationship Management, and internal teams, the COM delivers scalable, client-focused solutions while driving process improvement and risk mitigation. Serving as the primary operational contact for institutional clients, the COM liaises between clients, distribution, and operations to ensure a high-quality client experience. The role resolves day-to-day client inquiries and collaborates with internal subject matter experts on more complex requests.
Requirements
- 8+ years of investment operations experience
- 5+ years of institutional client service experience
- 5+ years of onboarding and account transition experience
- Strong understanding of asset management operations, regulatory requirements, and distribution channels
- Proven ability to lead change, influence without authority, and manage cross‑functional priorities
- Excellent analytical, communication, and stakeholder‑management skills
- Strong Excel skills; tech‑savvy mindset preferred
- Strong verbal and written communication with a transparent, collaborative style
- Tech‑savvy with strong Microsoft Office skills; advanced Excel preferred
- Analytical, structured decision‑maker with sound independent judgment
- High attention to detail with a proactive, solutions‑oriented mindset
- Proven ability to manage priorities, deadlines, and complex workloads
- Client‑centric approach with credibility in financial services
- Strong interpersonal skills; able to build trust and influence without authority
- Proactive, “can‑do” attitude with initiative and adaptability to change
- Comfortable making decisions, resolving issues, and executing realistic plans
- Results‑driven, self‑motivated, and open to feedback for continuous improvement
- A Bachelor's Degree and/or equivalent work experience
Nice To Haves
- Invesco product knowledge a plus
- Advanced degree or CFA preferred
Responsibilities
- Act as the central operational point of contact for institutional clients
- Partner with Sales and Relationship Managers to support client servicing and onboarding
- Lead and monitor client onboarding and transitions, ensuring timely execution
- Liaise across Trading, Legal, Compliance, Investments, Trust, and Operations
- Resolve daily client inquiries and complex operational issues; escalate risks as needed
- Ensure delivery against client SLAs and KPIs; track, log, and escalate issues
- Identify process improvements, automation opportunities, and operational risk reductions
- Provide regular updates to the Head of Client Operations
- Stay current on market and regulatory developments affecting client serving
- Drive continuous improvement, standardization, and scalability initiatives
- Partner with technology and operations teams to implement automation and data solutions
- Champion a culture of accountability, innovation, and operational excellence
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
