Director IDD

Invesco Ltd.; New York (NY); Hybrid; USD 200,000 - 230,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(k) matching up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco Ltd. is seeking a Director of Investment Due Diligence to elevate our Wealth Management Platform, deepen relationships with home office research professionals, and expand our presence on Recommended Lists and Model portfolios.

The role requires extensive investment acumen, strong communication, and the ability to manage multiple stakeholder perspectives while driving growth and thought leadership in a fast-paced environment.

Qualifications

• Minimum of five years of direct manager research experience or wealth management platform-related sales experience.
• Experience marketing investment products to institutional-type buyers or engaging with financial advisors.
• A proven ability to build relationships.
• A results-oriented mindset with a sense of urgency in pursuing opportunities.
• Strong communication (written and oral) and engaging presentation skills.
• Excellent interpersonal and organization skills.
• Proficiency with Microsoft Office; Morningstar Direct and FactSet a plus.
• Highly motivated with excellence in client engagement and collaboration.
• Intellectually curious about investment markets and wealth management.
• Good judgment and professional discretion.
• Nice to have: MBA/CFA/CAIA/CIMA credentials.
• FINRA Series 7 and 66 or registrations in near term.
• Willingness to travel domestically up to 40%.

Responsibilities

• Drive all aspects of research engagement with investment teams and updates.
• Deliver top-tier client service and coordinate portfolio review meetings with investment teams.
• Proactively share new investment ideas, thought leadership, and value-added information.
• Develop strategic relationships and grow a continuous pipeline of opportunities.
• Monitor platform-level trends and position Invesco’s product line against peers.
• Share feedback with investment teams and Strategic Account Managers on client and market changes.
• Support and engage Strategic Account Managers to communicate platform updates.

Skills

Relationship building

Communication skills

Interpersonal skills

MS Office

Morningstar Direct

FactSet

Presentation skills

Analytical thinking

Education

MBA / CFA / CAIA / CIMA

Tools

Morningstar Direct

FactSet

Job description

Director IDDSkip to main contentWe and third parties use cookies and similar technologies on this website to improve your online experience, analyse our traffic and provide you with personalized information. By clicking “I accept” below or continuing to browse this website, you consent to the use of cookies and similar technologies. Find out more about the use of cookies and similar technologies, and how to manage your cookie settings.#Director IDD page is loaded## Director IDDApplylocations: New York, New Yorktime type: Full timeposted on: Posted Todayjob requisition id: R-14615# **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 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****About the Team:**The Wealth Management Platform (WMP) team partners with home office research teams and platform gatekeepers across the wealth management industry to drive awareness and adoption of Invesco's investment solutions. Focused on delivering exceptional client service and strategic insights, the team works to strengthen relationships, expand platform opportunities, and position Invesco as a trusted investment partner.**About the Role:**As a member of Invesco’s Wealth Management Platform (WMP) team, a Director of Investment Due Diligence is responsible for elevating Invesco’s platform relevance, supporting and defending current product placements, building broader awareness of Invesco’s capabilities, and sharing Invesco’s thought leadership. Key to success is establishing deep relationships and pursuing a tailored client service experience with home office research professionals (gatekeepers, professional buyers) at wealth management firms with the primary goal of increasing Invesco’s presence on Recommended Lists and in Models. The team strives to be the industry’s leading home office engagement team that meaningfully exceeds client expectations by redefining the role of strategic partners. The role requires a high level of investment acumen to 1) engage with investment teams, 2) develop and maintain a deep understanding of Invesco’s broad product range across asset classes and vehicles (mutual funds, ETFs, SMAs, etc.) and 3) differentiate the product range relative to leading peers on client platforms.**Responsibilities of the Role:*** Driving all aspects of the research engagement through high-level interaction regarding all investment related matters as well as Invesco organizational or investment team updates.* Delivering top tier client service by being highly responsive and ensuring timely completion of requests, coordinating portfolio review meetings with investment teams.* Be proactive outreach with new investment ideas, thought leadership, and other value-added information.* Establishing a strategic approach to developing deeper relationships and identifying areas of growth (new partnerships) to build a continuous pipeline of opportunities.* Monitoring platform-level trends and opportunities within the competitive landscape products to strategically position Invesco’s firm’s product line.* Obtaining and sharing feedback with investment teams and Strategic Account Managers on any changes in investment views, demands from their clients, and industry trends.* Support and engage Strategic Account Managers to effectively communicate platform updates and development opportunities.**Requirements of the Role:*** Minimum of five years of direct manager research experience or wealth management platform-related sales experience.* Experience marketing investment products to institutional-type buyers or engaging with financial advisors.* A proven ability to build relationships.* A results-oriented mindset with a natural sense of urgency in pursuing opportunities.* Strong communication (written and oral) and engaging presentation skills.* Excellent interpersonal and organization skills.* Highly proficient in software applications, including Microsoft Office; experience with Morningstar Direct and FactSet a plus.* Highly motivated, seeking excellence with the quality of their work and engagement with clients and internal partners.* Intellectually curious about investment markets and the broader asset/wealth management business.* Demonstrates good judgment.* Nice to have: High level of financial (investment) acumen, demonstrated by investment experience or investment credentials (MBA, CFA, CAIA or CIMA).* FINRA Series 7 and 66 required or must achieve registrations in a short period of time of hire.* Ability to travel domestically up to 40% of the timeThe salary range for this position in New York, NY is $200,000 - $230,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location# **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.