Client Portfolio Manager - Custom Equity Platform

Invesco; Seattle (WA); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching

Health & wellbeing benefits

Parental leave benefits

Employee stock purchase plan

Job summary

Invesco is seeking a Client Portfolio Manager based in Seattle. This role entails engaging clients with investment strategies while growing and retaining business. Candidates should have 5–8 years of experience, strong relationship-building skills, and a deep understanding of capital markets.

The position offers a salary range of $150,000–$180,000 per year, with comprehensive benefits including flexible paid time off and a hybrid work schedule.

Qualifications

• 5–8 years of investment-related client-facing experience.
• Proven success engaging and building relationships with wealth management advisors.
• Experience working with advisors across wirehouses, RIAs, and independent advisory firms.

Responsibilities

• Grow and retain business by representing investment strategies to clients.
• Lead new business opportunities by educating advisors on Custom Equity strategies.
• Monitor key investment and industry trends.

Skills

Communication skills

Relationship building

Business acumen

Analytical skills

Technical skills with Bloomberg and Microsoft Office

Education

Undergraduate degree in business or related discipline

MBA/CFA (optional)

Tools

Bloomberg

Microsoft Office

Job description

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you’re looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What’s in it for you

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings.

• 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

Job Description

About the Department / Team

Invesco is a well-established provider of separately managed account solutions through our Custom SMA platform. These solutions seek to provide investors with customizable and tax‑efficient exposure to equity and fixed‑income asset classes. The rapidly growing Custom Equity SMA platform focuses on offering highly customized long‑only and long/short equity portfolios that allow, among other things, a range of tax management techniques and funding options.

About the Role

The Client Portfolio Manager (CPM) is an integral part of the portfolio management team, possessing deep knowledge of capital markets and the team’s investment philosophy and quantitative investment process. As the primary interface between our client‑facing teams and the investment team, the CPM conveys portfolio positioning, performance attribution, and risk attributes to retail and institutional clients. The role demands highly developed skills in communications, relationship building, business acumen, and analytics.

Responsibilities of the Role

• Grow and retain business by representing the investment team and key investment strategies to clients.
• Lead new business opportunities by working with distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies—including participation in the RFP/RFI process and addressing ad‑hoc prospect questions.
• Participate in advisor pitches, due diligence meetings, and stand‑and deliver presentations as needed.
• Serve existing clients via in‑person meetings, conference calls, and investment committee meetings, as needed in place of Portfolio Managers.
• Provide portfolio updates and insights to drive client engagement and loyalty.
• Understand distribution opportunities in each channel and help shape product strategy with the Senior CPM and the product manager.
• Participate in the development of advisor‑facing content, presentations, and research.
• Monitor key investment and industry trends, work with research and product development, and identify issues and topics that leverage insights into the marketplace.
• Manage the ongoing internal and external experience for our products and work with Marketing to support product‑specific content.
• Present at Invesco roundtables and industry conferences.
• Build strong relationships with the Distribution teams supporting their efforts to execute an effective sales strategy.
• Support Distribution with training, large conferences, and meeting support.
• Assist Sales with custom proposals for significant business opportunities and participate in client calls/meetings as needed.
• Liaise with the firm’s various marketing and RFP teams to ensure accurate and appropriate data and responses regarding a given product.
• Assist with quarterly investment commentaries and regulatory commentary content.

Requirements of the Role

• Undergraduate degree required, preferably in business or related discipline.
• 5–8 years of investment‑related client‑facing experience.
• Proven success engaging and building relationships with wealth management advisors, gatekeepers, and investment due diligence teams.
• Experience working with advisors across all channels—including wirehouses, RIAs, and independent advisory firms—is strongly preferred.
• Entrepreneurial spirit and a desire for team success.
• Technical skills, including strong understanding of quantitative investment processes, financial markets, economics, proficiency with Bloomberg, Microsoft Office, and other software products.
• Highly developed communication skills, both written and verbal, with the ability to simplify complex topics into understandable and compelling messages.
• Strong influence and management skills.
• MBA/CFA a plus.
• Series 7 and 63 or 66 required.
• Regular travel required.

Salary range for this position in New York City and Seattle is $150,000 – $180,000 per year. Total compensation includes salary and incentive pay and will vary based on skills, experience, and location.

Full time.

Employee.

Job exempt: Yes.

Workplace Model: Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.

Invesco’s culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal‑opportunity employment efforts comply with all applicable U.S. state and federal laws governing non‑discrimination in employment.