Client Portfolio Manager - Retail - Wealth Channels (Atlanta)

invesco; Atlanta (GA); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Invesco seeks an experienced CPM who will partner with the investment team and client-facing resources to articulate performance, portfolio rationale and market views to institutional and retail stakeholders.

The role requires deep capital markets knowledge, strong communication skills, and the ability to drive messaging across distribution channels. Travel 25–50% is expected, with a heavy emphasis on relationship-building.

Qualifications

• Over 10 years of investment-related client-facing experience.
• Experience with investment platform research analysts and external sales.
• Deep investment expertise including portfolio construction and risk drivers.
• Entrepreneurial spirit and willingness to lead change.
• Proficiency with Bloomberg, Aladdin, Morningstar and related software.

Responsibilities

• Develop opportunities within the wealth channel with distribution teams.
• Create and modify collateral: marketing briefs, DDQs, RFPs, and meeting materials.
• Build relationships with internal and external distribution teams to support sales strategy.
• Produce research, presentations and insights for Morningstar/Lipper and media.
• Differentiate Invesco's product suite and communicate competitive advantages.

Skills

Investment client-facing

Capital markets knowledge

Communications

Team collaboration

Travel readiness

Education

Bachelor's degree in business or related discipline

MBA/CFA preferred

Series 7 & 63 required

Tools

Bloomberg

Aladdin

Morningstar

Microsoft Office

AI tools

Excel

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 ver… core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

• 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

The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team’s investment philosophy and process across specified strategies. The CPM is regarded as a credible investment professional who acts as the primary interface between our client-facing resources and the investment team. The CPM interacts with the portfolio management team daily to understand historical and current portfolio positioning, market conditions and portfolio themes. The CPM is able to communicate performance attribution, the rationale for specific holdings and portfolio activity, risk attributes, and views of the team clearly and succinctly to a variety of institutional clients and institutional / retail stakeholders. The CPM will maintain detailed knowledge of the competitive landscape/peer group, stay current on market trends and developments in all relevant distribution channels, and be able to clearly articulate what differentiates our products from the competition. The CPM acts in partnership with the Client Portfolio Analyst and Product Managers on business plans and marketing content across the product suite they represent.

This is a multi-faceted, dynamic, and challenging role that demands outstanding skills in communications, keen attention to detail, a self-starting attitude, the ability to develop and cultivate trust, business acumen, and analytical prowess. Invesco seeks to hire highly engaged, confident individuals, who do not settle for mediocrity, continually strive for excellence with their firm and peers, and who retain a high degree of intellectual curiosity.

Key Responsibilities / Duties:

• Play a key role in developing opportunities within the wealth channel by working with Invesco distribution teams to educate investment platform gatekeepers including wholesalers, RIAs, ETF Sales, broker-dealers, internal sales and prospects on multi-sector (Core, Core Plus, Short Duration), investment grade and high yield investment strategies.
• Develop and modify collateral including finals marketing briefs, introductory sales presentations, DDQs, RFPs and due diligence meeting materials as needed.
• Build strong relationships with internal and external distribution teams supporting efforts to execute an effective sales strategy.
• Drive the development of research, presentations and investment insights for third party evaluators (e.g., Morningstar and Lipper) and media channels. This includes monitoring key investment and industry trends, working with the thought leadership team to identify ,topics that resonate with investors. This individual will leverage publications, speaking engagements, public relations and marketing channels to drive key messages into the market.
• Develop strong working knowledge of key competitors, and be able to differentiate why Invesco’s suite of products is unique and competitive.
• Attend and present at industry and client conferences including Invesco roundtables, industry events, and PR opportunities.
• Ability to succinctly communicate key differences in vehicle wrappers to retail / wealth platforms. Strong working knowledge of active ETFs, various shares of mutual funds, separately managed accounts.

Secondary Responsibilities / Duties:

• Grow and retain business by representing the investment team and key investment strategies to clients.
• Regularly reflect the investment team by communicating existing (and potential new) investment strategies to clients. Provide portfolio updates and insights to drive client engagement and loyalty.

Skills / Personal Attributes Required:

• 10+ years of investment-related client-facing experience preferably covering U.S. investment grade and/or high yield strategies.
• Experience working with investment platform research analysts, third party research analysts, field level financial advisors, home offices, retirement plan gatekeepers, internal distribution and external sales.
• Deep investment expertise including an understanding of portfolio construction, risk drivers, market dynamics, and product-specific nuances.
• Entrepreneurial spirit, with a focus on continuous improvement, willingness to take risks, embrace and lead change, determination to find creative solutions to problems. Strong work ethic and drive to succeed.
• Technical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, Aladdin, Morningstar and other software products and comfortability adopting AI tools to enhance productivity.
• Excellent communication skills, both written and verbal and ability to cater messaging to a variety of audience sophistication levels.
• Ability to collaborate and communicate well with others. Strong team player.
• Expected at least 25-50% travel.

Formal Education:

• Undergraduate degree required, preferably in business or related discipline.
• MBA/CFA and/or direct money management experience preferred.
• Series 7 and 63 required.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

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.