Strategic Account Manager

Invesco • New York City, NY

9d • Hybrid

About The Position

The Wealth-Tech / Custodian Strategic Account Manager (SAM) role is a client-facing role on the Wealth Management Platforms team designed to be the secondary point of contact for existing FinTech / Wealth-Tech and leading Custodian client relationships. In addition to supporting the existing, critical client relationships this SAM will work closely with three of WMP’s most experienced Senior SAMs to elevate the Invesco brand across these client firms. This will provide an incredible professional development opportunity for the qualified candidate. The primary focus will be to support our Custom Model and SMA product lines in US Retail as well as to support the critical Custodian and TAMP platforms to provide product line access for the RIA marketplace.

The WMP team manages day to day engagement with our best client Partner Firms while acting as the primary relationship manager for Invesco. The WMP team constructs the business strategy for client Partners, negotiates business terms for impacting organic growth and is responsible for the full integration of Invesco products onto client Partner platforms. We work in direct partnership with Investment due diligence, WMI field distribution leaders and Field Pro Buyers as our secondary client base. We are responsible for bringing the breadth of Invesco products and services to every external distribution partner.

The Strategic Account Manager (SAM) will work alongside several Senior SAMs and Product line Specialists as part of a Client Engagement team to facilitate the partnership with external Clients. In this role, the SAM candidate will help build the business plan, event strategy, engagement strategy, field sales support, data delivery and will help coordinate every aspect of the partnerships we have built with the industry’s most significant WealthTech, Custodian and TAMP Partners.

Requirements

• Requires specialized depth and/or breadth of expertise in financial services with an emphasis on the RIA marketplace and broad knowledge of related job families (i.e. financial sales, strategic accounts).
• The ideal candidate will have a keen interest in the growing RIA marketplace with an emphasis on the technology platforms that serve this Advisor community.
• Leads others to solve complex problems where significant initiative and independent judgement is required.
• Works independently, with guidance in only most complex situations.
• Converts technical FinTech client information and deep Custodian platform knowledge into compelling business context and advice for IVZ field sales teams.
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
• Works on complex assignments where significant initiative and independent judgement is required to search for an appropriate course of action within the context of established goals and objectives.
• Uses concepts and abilities from previous financial services sales, strategic accounts and RIA experience and skills to solve complex problems in creative and effective ways.
• Communicates difficult concepts and negotiates with others to adopt a different point of view.

Responsibilities

• The execution, education and field adoption of the FinTech Firms business plan.
• The placement of IVZ products on Client Partner Platforms.
• The training of our Field Sales teams about the FinTech ecosystem and how these partnerships impact sales and growth in Invesco critical few objectives (CFOs), especially in the RIA marketplace.
• Representing Invesco at certain Industry and Client events to help promote IVZ products.
• The negotiation of business contracts and financial terms to support organic growth and advisor education with Client partners.
• The dissemination of data to assist field sales with relevant and timely sales 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed