Strategic Wealth Tech Account Lead

1240 Invesco Distributors Inc.; New York (NY); On-site; 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 benefits

Employee stock purchase plan

Job summary

Invesco is seeking a Wealth-Tech / Custodian Strategic Account Manager (SAM) for the Wealth Management Platforms team in New York. You will support Custom Model and SMA lines in US Retail and assist Custodian and TAMP platforms to provide access for the RIA marketplace.

You will collaborate with Senior SAMs and Product specialists to build business plans, coordinate events, deliver data, and support partnerships that drive growth for IVZ.

Qualifications

• Requires specialized depth and/or breadth of knowledge in financial services with emphasis on the RIA marketplace.

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 partnerships impact sales and growth.
• Representing Invesco at industry and client events to promote IVZ products.
• Negotiation of contracts and financial terms to support growth.
• Dissemination of data to assist field sales with opportunities.

Job description

Invesco is seeking a Wealth-Tech / Custodian Strategic Account Manager (SAM) for the Wealth Management Platforms team in New York. You will support Custom Model and SMA lines in US Retail and assist Custodian and TAMP platforms to provide access for the RIA marketplace.

You will collaborate with Senior SAMs and Product specialists to build business plans, coordinate events, deliver data, and support partnerships that drive growth for IVZ.