Strategic Account Manager

Invesco
New York, Atlanta, Houston, Austin, Dallas
Workplace: OnsiteFull timeUSD 130,000 - 150,000 annuallyFunction: Customer Success & Account ManagementSkills: ["Independent judgement","Complex problem-solving","Communication","Negotiation","Strategic planning"]

Serve as a client-facing Strategic Account Manager for Wealth-Tech and leading custodian relationships within Invesco’s Wealth Management Platforms team. Support and expand existing FinTech/Wealth-Tech and custodian client partnerships while working with senior SAMs and product line specialists to enable access to Invesco Custom Model and SMA product lines for US RIA marketplace. Drive field adoption, product placement, contract negotiations, and data dissemination to support organic growth.

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Invesco
Invesco
4 days ago

Strategic Account Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a client-facing Strategic Account Manager for Wealth-Tech and leading custodian relationships within Invesco’s Wealth Management Platforms team. Support and expand existing FinTech/Wealth-Tech and custodian client partnerships while working with senior SAMs and product line specialists to enable access to Invesco Custom Model and SMA product lines for US RIA marketplace. Drive field adoption, product placement, contract negotiations, and data dissemination to support organic growth.
Location: New York, Atlanta, Houston, Austin, Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Execute and support education and field adoption of FinTech firms’ business plans.
  • •Enable placement of Invesco IVZ products on client partner platforms.
  • •Train field sales teams on the FinTech ecosystem and how partnerships impact sales and growth in the RIA marketplace.
  • •Represent Invesco at selected industry and client events to promote IVZ products.
  • •Negotiate business contracts and financial terms and disseminate data to support relevant sales opportunities.

Pay and Benefits

Salary: USD 130,000 - 150,000 annually
Equity and Bonus:Equity
Perks:Paid Leave401k MatchingHealth InsuranceParental LeaveEquity

Key Requirements

  • •Specialized knowledge in financial services with depth/breadth in the RIA marketplace and related strategic accounts/sales job families.
  • •Strong ability to translate technical FinTech client information and custodian platform knowledge into business context and advice for field sales teams.
  • •Ability to work independently with guidance only in the most complex situations and to exercise independent judgment.
  • •Experience/skills from prior financial services sales, strategic accounts, and RIA experience to solve complex problems creatively and effectively.
  • •Demonstrated ability to communicate difficult concepts and negotiate with others to influence adoption of ideas.
Experience:Financial servicesFinTechWealth managementRIA marketplaceCustodianTAMP
Skills:Independent judgementComplex problem-solvingCommunicationNegotiationStrategic planning

Company Brief

Invesco
Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Atlanta, United States
Founded: 1935
WebsiteLinkedIn