Hybrid WealthTech Strategic Accounts Lead

Invesco

Austin (TX)

Hybrid

USD 130,000 - 150,000

Full time

14 days+
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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 seeks a Strategic Account Manager (SAM) for its Wealth Management Platforms team. The role focuses on supporting FinTech firms, custodians, and TAMP partners while elevating the Invesco brand across leading client firms.

You will work with Senior SAMs to develop business plans, events, and engagement strategies. Ideal candidates bring deep financial services sales experience, especially in the RIA space, and can translate technical platform knowledge into actionable guidance for field

Qualifications

  • Experience in financial services sales with emphasis on the RIA marketplace.
  • Ability to translate FinTech/Custodian concepts into business context for field teams.
  • Strong communication and negotiation skills for advisor education and partnerships.

Responsibilities

  • Execute and promote the FinTech business plan with client partners.
  • Coordinate placement of IVZ products on client partner platforms.
  • Train field sales teams on FinTech ecosystems and partnerships impact on growth.
  • Represent Invesco at industry and client events to promote IVZ products.
  • Negotiate contracts and financial terms to support growth with partners.
  • Distribute data to assist field sales with timely opportunities.

Skills

Financial services sales
RIA marketplace
Strategic accounts
Relationship management
Negotiation

Job description

Invesco seeks a Strategic Account Manager (SAM) for its Wealth Management Platforms team. The role focuses on supporting FinTech firms, custodians, and TAMP partners while elevating the Invesco brand across leading client firms.

You will work with Senior SAMs to develop business plans, events, and engagement strategies. Ideal candidates bring deep financial services sales experience, especially in the RIA space, and can translate technical platform knowledge into actionable guidance for field

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