Director IDD
About The Position
As a member of Invesco’s Wealth Management Platform (WMP) team, a Director of Investment Due Diligence is responsible for elevating Invesco’s platform relevance, supporting and defending current product placements, building broader awareness of Invesco’s capabilities, and sharing Invesco’s thought leadership. Key to success is establishing deep relationships and pursuing a tailored client service experience with home office research professionals (gatekeepers, professional buyers) at wealth management firms with the primary goal of increasing Invesco’s presence on Recommended Lists and in Models. The team strives to be the industry’s leading home office engagement team that meaningfully exceeds client expectations by redefining the role of strategic partners. The role requires a high level of investment acumen to 1) engage with investment teams, 2) develop and maintain a deep understanding of Invesco’s broad product range across asset classes and vehicles (mutual funds, ETFs, SMAs, etc.) and 3) differentiate the product range relative to leading peers on client platforms.
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.
- A proven ability to build relationships.
- A 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; experience with Morningstar Direct and FactSet a plus.
- Highly motivated, seeking excellence with the quality of their work 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
Nice To Haves
- High level of financial (investment) acumen, demonstrated by investment experience or investment credentials (MBA, CFA, CAIA or CIMA).
Responsibilities
- Driving all aspects of the research engagement through high-level interaction regarding all investment related matters as well as Invesco organizational or investment team updates.
- Delivering top tier client service by being highly responsive and ensuring timely completion of requests, coordinating portfolio review meetings with investment teams.
- Be proactive outreach with new investment ideas, thought leadership, and other value-added information.
- Establishing a strategic approach to developing deeper relationships and identifying areas of growth (new partnerships) to build a continuous pipeline of opportunities.
- Monitoring platform-level trends and opportunities within the competitive landscape products to strategically position Invesco’s firm’s product line.
- Obtaining and sharing feedback with investment teams and Strategic Account Managers on any changes in investment views, demands from their clients, and industry trends.
- Support and engage Strategic Account Managers to effectively communicate platform updates and development opportunities.
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
Director
Education Level
No Education Listed
