UIT - Trading & Client Support Manager

Invesco
United States
Workplace: OnsiteFull timeUSD 125,000 - 155,000 annuallyFunction: Capital Markets, Trading & QuantExperience: 5+ yearsEducation: bachelorsSkills: ["Detail-oriented","Process-driven","Communication","Organizational","Analytical/problem-solving","Relationship-building","Collaboration"]

Manage unit trust trading for retail-focused equity and fixed income offerings, covering primary and secondary markets during offering periods. Serve as the main point of contact for broker-dealer home office UIT relationships, support creation and redemption through the trustee, and ensure accurate customer-facing trading information. Lead the trading desk within the ETF & Index Investments team, collaborating across client accounts, operations, product specialists, portfolio managers, compliance, technology, and the custodian while adhering to regulatory and compliance requirements.

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FursaFursa
Invesco
Invesco
1 week ago

UIT - Trading & Client Support Manager

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Last checked: 4 hours agoStatus: Live

Job Summary

Manage unit trust trading for retail-focused equity and fixed income offerings, covering primary and secondary markets during offering periods. Serve as the main point of contact for broker-dealer home office UIT relationships, support creation and redemption through the trustee, and ensure accurate customer-facing trading information. Lead the trading desk within the ETF & Index Investments team, collaborating across client accounts, operations, product specialists, portfolio managers, compliance, technology, and the custodian while adhering to regulatory and compliance requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Manager level

Key Responsibilities

  • •Accountable for individual trading activity and ensuring accuracy of information relayed to customers.
  • •Provide coverage to broker-dealer home office clients with available portfolios, new offerings, portfolio highlights, and positioning.
  • •Serve as the main point of contact for Broker Dealer home office UIT contacts and maintain/grow relationships representing Invesco.
  • •Assist with creation and redemption of trusts and units through the trustee.
  • •Ensure all processes, systems, and communication methods adhere to regulatory and compliance policies and procedures while supporting internal reporting and projects.

Pay and Benefits

Salary: USD 125,000 - 155,000 annually
Equity and Bonus:Equity
Perks:Paid Leave401kHealth InsuranceParental LeaveEquity

Key Requirements

  • •Series 7 and Series 63 licenses required for employment.
  • •Minimum 5 years of industry experience.
  • •Bachelor’s degree in business, finance, or a related field required.
  • •Detail-oriented, process-driven approach to ensure trading accuracy and follow regulations in the prospectus and by governing bodies.
  • •Excellent communication, organizational, analytical, and problem-solving skills in a high-volume, time-sensitive environment.
Experience:5+ yearsInvestment managementETFUnit trustsFixed incomeEquities
Education:Bachelor's in business, finance, or related field
Skills:Detail-orientedProcess-drivenCommunicationOrganizationalAnalytical/problem-solvingRelationship-buildingCollaboration
Licenses:Series 7Series 63Series 24

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