Director of Investment Due Diligence – Wealth Platform

Invesco Ltd.; New York (NY); Hybrid; USD 200.000 - 230.000; Vollzeit

Benefits dieser Stelle

Flexible paid time off

Hybrid work schedule

401(k) matching up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Zusammenfassung

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.

Qualifikationen

• 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%.

Aufgaben

• 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.

Kenntnisse

Relationship building

Communication skills

Interpersonal skills

MS Office

Morningstar Direct

FactSet

Presentation skills

Analytical thinking

Ausbildung

MBA / CFA / CAIA / CIMA

Tools

Morningstar Direct

FactSet

Jobbeschreibung

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.