Strategic Account Manager

Invesco; Houston (TX); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching 100% up to 6% with a7

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco’s Wealth Management Platforms team seeks a Strategic Account Manager to partner with external FinTech, WealthTech and Custodian client relationships. You will work with senior SAMs and product specialists to elevate the Invesco brand on client platforms and support Custom Model and SMA product lines in US Retail, plus Custodian and TAMP access for RIAs.

You will develop business plans, event/engagement strategies, field sales support and data delivery, coordinating partnerships that

Qualifications

• Requires specialized depth and/or breadth of expertise in financial services with an emphasis on the RIA marketplace and broad knowledge of related job families.
• Leads others to solve complex problems where significant initiative and independent judgement is required.
• Works independently, with guidance in only most complex situations.
• Converts technical FinTech client information and deep Custodian platform knowledge into compelling business context and advice for IVZ field sales teams.
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
• Works on complex assignments where significant initiative and independent judgement is required to search for an appropriate course of action within the context of established goals and objectives.
• Uses concepts and abilities from previous financial services sales, strategic accounts and RIA experience and skills to solve complex problems in creative and effective ways.
• Communicates difficult concepts and negotiates with others to adopt a different point of view.

Responsibilities

• The execution, education and field adoption of the FinTech Firms business plan.
• The placement of IVZ products on Client Partner Platforms.
• The training of our Field Sales teams about the FinTech ecosystem and how these partnerships impact sales and growth in Invesco critical few objectives (CFOs), especially in the RIA marketplace.
• Representing Invesco at certain Industry and Client events to help promote IVZ products.
• The negotiation of business contracts and financial terms to support organic growth and advisor education with Client partners.
• The dissemination of data to assist field sales with relevant and timely sales opportunities.

Skills

RIA marketplace

Financial services sales

Strategic accounts

Negotiation

Independent judgement

Tools

Custodian platforms

WealthTech platforms

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.

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

The Wealth-Tech / Custodian Strategic Account Manager (SAM) role is a client-facing role on the Wealth Management Platforms team designed to be the secondary point of contact for existing FinTech / Wealth-Tech and leading Custodian client relationships. In addition to supporting the existing, critical client relationships this SAM will work closely with three of WMP’s most experienced Senior SAMs to elevate the Invesco brand across these client firms. This will provide an incredible professional development opportunity for the qualified candidate. The primary focus will be to support our Custom Model and SMA product lines in US Retail as well as to support the critical Custodian and TAMP platforms to provide product line access for the RIA marketplace.

Your Team

The WMP team manages day to day engagement with our best client Partner Firms while acting as the primary relationship manager for Invesco. The WMP team constructs the business strategy for client Partners, negotiates business terms for impacting organic growth and is responsible for the full integration of Invesco products onto client Partner platforms. We work in direct partnership with Investment due diligence, WMI field distribution leaders and Field Pro Buyers as our secondary client base. We are responsible for bringing the breadth of Invesco products and services to every external distribution partner.

Your Role

The Strategic Account Manager (SAM) will work alongside several Senior SAMs and Product line Specialists as part of a Client Engagement team to facilitate the partnership with external Clients. In this role, the SAM candidate will help build the business plan, event strategy, engagement strategy, field sales support, data delivery and will help coordinate every aspect of the partnerships we have built with the industry’s most significant WealthTech, Custodian and TAMP Partners.

You Will Be Responsible For:

• The execution, education and field adoption of the FinTech Firms business plan.
• The placement of IVZ products on Client Partner Platforms.
• The training of our Field Sales teams about the FinTech ecosystem and how these partnerships impact sales and growth in Invesco critical few objectives (CFOs), especially in the RIA marketplace.
• Representing Invesco at certain Industry and Client events to help promote IVZ products.
• The negotiation of business contracts and financial terms to support organic growth and advisor education with Client partners.
• The dissemination of data to assist field sales with relevant and timely sales opportunities.

The Experience You Bring:

• Requires specialized depth and/or breadth of expertise in financial services with an emphasis on the RIA marketplace and broad knowledge of related job families (i.e. financial sales, strategic accounts). The ideal candidate will have a keen interest in the growing RIA marketplace with an emphasis on the technology platforms that serve this Advisor community.
• Leads others to solve complex problems where significant initiative and independent judgement is required.
• Works independently, with guidance in only most complex situations.
• Converts technical FinTech client information and deep Custodian platform knowledge into compelling business context and advice for IVZ field sales teams.
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
• Works on complex assignments where significant initiative and independent judgement is required to search for an appropriate course of action within the context of established goals and objectives.
• Uses concepts and abilities from previous financial services sales, strategic accounts and RIA experience and skills to solve complex problems in creative and effective ways.
• Communicates difficult concepts and negotiates with others to adopt a different point of view.

The salary range for this position in New York, NY is $130,000 - $150,000 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.