Client Portfolio Manager - Retail - Wealth Channels (Atlanta)

Invesco
Atlanta
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantSkills: []

Manage client investment portfolios for retail wealth channels, partnering with client and wealth stakeholders to support portfolio decision-making. Serve as a key point of contact for portfolio-related activities and performance oversight, ensuring alignment with client goals and investment approaches. Work within the Atlanta market context to drive effective portfolio management for client relationships in a wealth distribution channel.

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Invesco
Invesco
1 month ago

Client Portfolio Manager - Retail - Wealth Channels (Atlanta)

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Last checked: 4 hours agoStatus: Live

Job Summary

Manage client investment portfolios for retail wealth channels, partnering with client and wealth stakeholders to support portfolio decision-making. Serve as a key point of contact for portfolio-related activities and performance oversight, ensuring alignment with client goals and investment approaches. Work within the Atlanta market context to drive effective portfolio management for client relationships in a wealth distribution channel.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

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