UIT - Trading & Client Support Manager

Invesco Ltd.; Downers Grove (IL); On-site; USD 125,000 - 155,000; Full time

Benefits offered by this job

Flexible PTO

Hybrid work

401K matching

Health benefits

Parental Leave

Employee stock purchase plan

Job summary

Invesco Ltd. in Downers Grove, IL seeks a UIT Trading & Client Support Manager to lead trading of unit trusts and support broker-dealer clients in primary and secondary offerings.

This role ensures regulatory compliance and high-quality client service while coordinating across product, operations, and compliance teams. The position requires Series 7 and 63 licenses, a bachelor’s degree in business/finance, and at least five years in the industry.

Qualifications

• Series 7 and 63 licenses required.
• Minimum of 5 years industry experience.
• Bachelor’s degree preferred with customer service, trading, or sales experience.
• Excellent communication and organizational skills.
• Exceptional analytical and problem-solving skills.

Responsibilities

• Accountable for individual trading activity and accuracy of information relayed to customers.
• Must follow all regulations as established by governing bodies and compliance as well as outlined in prospectus.
• Develop and maintain relationships with Broker Dealer home office UIT contacts and support clients.
• Assist in the creation and redemption of trusts and units through the trustee.

Skills

Communication skills

Analytical thinking

Team player

Interpersonal skills

Relationship building

Education

Bachelor's degree in business/finance/related field

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.

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 UIT -Trading & Client Support Manager will be primarily responsible for the trading of both equity and fixed income unit trusts and helps to facilitate the trading of unitsduring the primary offering period and in the secondary market with Invesco clients who are buying or selling for retail investors. Processes include providing coverage to broker dealer home office clients ensuring each is apprised of available portfolios, new offerings, portfolio highlights and competitive positioning. Serving as the main point of contact for Broker Dealer home office UIT contacts, this role will be integral in both maintaining and growing strong relationships throughout the industry and representing Invesco. The role will also assist in the creation and redemption of trusts and units through the trustee. The UIT - Trading & Support Manager will ensure all processes, systems and communication methods adhere to regulatory and compliance policies and procedures to ensure appropriate levels of accountability, timeliness and reporting are met.

The UIT - Trading & Client Support Manager will be a part of the ETF & Index Investments team within Invesco and will assist with various internal reporting, projects and support on specific business lines and projects aligned to support the primary and secondary offering of unit trust portfolios. Role will work closely with client accounts, operations, product specialists, portfolio managers, compliance, technology, and the custodian. The position, located in Downers Grove, Illinois, will lead the trading desk with one immediate direct report.

Key Responsibilities / Duties :

• Accountable for individual trading activity and responsible for accuracy of information relayed to customers.

• Highly detail oriented and process driven to avoid inaccurate trading practices or a result in loss of revenue, legal liability, risk to firm reputation, and loss of customers.

• Must follow all regulations as established by governing bodies and compliance as well as outlined in prospectus.

• Additional opportunities for portfolio and trading responsibilities across the ETF & Index Investments team as proficiency is established.

Working Conditions:

• Normal office environment with little exposure to noise, dust and temperatures.

• The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary.

• Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment.

Work Experience / Knowledge:

• Series 7 and Series 63 licenses required

• Bachelor’s degree preferred with customer service, trading, or sales experience

• Minimum of 5 years industry experience

• Excellent communication and organizational skills

• Exceptional analytical and problem-solving skills.

Skills / Other Personal Attributes Required:

• Team player

• Ability to deal with high volume and time sensitive environment

• Strong interpersonal skills and a collaborative mindset

• Able to build effective relationships across all levels.

• Open minded, flexible, and willing to listen to other’s opinions.

• Interpersonal skills necessary to effectively communicate with a variety of individuals at all technical levels are required.

• Must be able to react quickly and responsibly to situations as they develop

Formal Education:

• Bachelor’s degree in business, finance or related field required

License/Registration/Certification:

• Series 7 and 63 required for employment.

• Series 24 or ability to obtain

The salary range for this position in Downers Grove is 125000-155000base/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.