Strategic Account Manager - WealthTech & Custodians

Invesco; Dallas (TX); Hybrid; USD 130,000 - 150,000; 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

Employee stock purchase plan

Job summary

Invesco in New York, NY seeks a Strategic Account Manager to support Wealth-Tech, Custodian and TAMP partnerships, focusing on Custom Model and SMA product lines. You will work with Senior SAMs to engage client firms and expand Invesco's footprint across these client platforms.

The role involves coordinating business plans, events, engagement strategies, data delivery, and field sales support, with opportunities for professional growth within a leading global investment firm.

Qualifications

• Specialized depth in financial services with RIA marketplace.
• Leads others to solve complex problems with initiative.
• Independent judgement for complex situations.

Responsibilities

• Execute the fintech business plan with field adoption.
• Place IVZ products on client partner platforms.
• Train field sales on fintech ecosystem and sales impact.
• Represent Invesco at industry and client events.
• Negotiate contracts and terms to support growth.
• Disseminate data to assist field sales.

Skills

RIA marketplace

Financial services

Strategic accounts

FinTech partnerships

Job description

Invesco in New York, NY seeks a Strategic Account Manager to support Wealth-Tech, Custodian and TAMP partnerships, focusing on Custom Model and SMA product lines. You will work with Senior SAMs to engage client firms and expand Invesco's footprint across these client platforms.

The role involves coordinating business plans, events, engagement strategies, data delivery, and field sales support, with opportunities for professional growth within a leading global investment firm.