Wealth Channels CPM: Client Portfolio Leader

1201 Invesco Advisors Inc.; Atlanta (GA); Hybrid; USD 120,000 - 190,000; 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 highly experienced Client Portfolio Manager to join its global investment team. You will serve as the primary interface between client-facing resources and the investment desk, communicating portfolio positioning, performance attribution and risk views to institutional and retail clients.

The role requires deep investment expertise, 10+ years of client-facing experience, and the ability to travel 25–50%.

Qualifications

• 10+ years of investment-related client-facing experience preferably covering U.S. investment grade and/or high yield strategies.
• Experience with investment platform research analysts, third party research analysts, field level financial advisors, home offices, retirement plan gatekeepers, internal distribution and external sales.
• Deep investment expertise including portfolio construction, risk drivers, market dynamics, and product-specific nuances.

Responsibilities

• Play a key role in developing opportunities within the wealth channel by educating investment platform gatekeepers on multi-sector strategies.
• Develop and modify collateral and due diligence materials as needed.
• Build strong relationships with internal and external distribution teams to support a sales strategy.

Skills

Investment expertise

Client-facing communication

Team collaboration

Adaptability

Education

Undergraduate degree

MBA/CFA preferred

Series 7 & 63

Tools

Bloomberg

Aladdin

Morningstar

Microsoft Office

Job description

Invesco is seeking a highly experienced Client Portfolio Manager to join its global investment team. You will serve as the primary interface between client-facing resources and the investment desk, communicating portfolio positioning, performance attribution and risk views to institutional and retail clients.

The role requires deep investment expertise, 10+ years of client-facing experience, and the ability to travel 25–50%.