WealthTech Strategic Account Manager (Hybrid)

Invesco Ltd.

New York (NY)

Hybrid

USD 130,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Flexible PTO

Hybrid work schedule

401(k) matching

Health & wellbeing benefits

Parental Leave

Employee stock purchase plan

Job summary

Invesco is seeking a Strategic Account Manager to strengthen and expand relationships with WealthTech, Custodian and TAMP partners within the Wealth Management Platforms team. You will act as the secondary contact for leading client relationships and collaborate with Senior SAMs to elevate the Invesco brand across key firms.

The role supports Custom Model and SMA product lines in US Retail, coordinates partnerships, trains field teams, and negotiates contracts to drive growth and client

Qualifications

Requires expertise in financial services with an emphasis on the RIA marketplace and related roles.
Strong ability to lead strategic accounts and complex client engagements.
Proven negotiation and relationship-building skills.
Translating FinTech concepts for field teams and partner ecosystems.

Responsibilities

Execute and educate on the FinTech partner business plan.
Placement of IVZ products on client partner platforms.
Train field sales teams about the FinTech ecosystem and growth objectives.
Represent Invesco at relevant industry and client events.
Negotiate contracts and financial terms to support organic growth.
Disseminate data to assist field sales with opportunities.

Skills

Financial services

RIA marketplace

Strategic accounts

Field sales

Negotiation

Client engagement

Job description

The role supports Custom Model and SMA product lines in US Retail, coordinates partnerships, trains field teams, and negotiates contracts to drive growth and client

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