WealthTech Strategic Account Manager | Hybrid Role

Invesco; Houston (TX); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching 100% up to 6% with a7

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco’s Wealth Management Platforms team seeks a Strategic Account Manager to partner with external FinTech, WealthTech and Custodian client relationships. You will work with senior SAMs and product specialists to elevate the Invesco brand on client platforms and support Custom Model and SMA product lines in US Retail, plus Custodian and TAMP access for RIAs.

You will develop business plans, event/engagement strategies, field sales support and data delivery, coordinating partnerships that

Qualifications

• Requires specialized depth and/or breadth of expertise in financial services with an emphasis on the RIA marketplace and broad knowledge of related job families.
• Leads others to solve complex problems where significant initiative and independent judgement is required.
• Works independently, with guidance in only most complex situations.
• Converts technical FinTech client information and deep Custodian platform knowledge into compelling business context and advice for IVZ field sales teams.
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
• Works on complex assignments where significant initiative and independent judgement is required to search for an appropriate course of action within the context of established goals and objectives.
• Uses concepts and abilities from previous financial services sales, strategic accounts and RIA experience and skills to solve complex problems in creative and effective ways.
• Communicates difficult concepts and negotiates with others to adopt a different point of view.

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 these partnerships impact sales and growth in Invesco critical few objectives (CFOs), especially in the RIA marketplace.
• Representing Invesco at certain Industry and Client events to help promote IVZ products.
• The negotiation of business contracts and financial terms to support organic growth and advisor education with Client partners.
• The dissemination of data to assist field sales with relevant and timely sales opportunities.

Skills

RIA marketplace

Financial services sales

Strategic accounts

Negotiation

Independent judgement

Tools

Custodian platforms

WealthTech platforms

Job description

Invesco’s Wealth Management Platforms team seeks a Strategic Account Manager to partner with external FinTech, WealthTech and Custodian client relationships. You will work with senior SAMs and product specialists to elevate the Invesco brand on client platforms and support Custom Model and SMA product lines in US Retail, plus Custodian and TAMP access for RIAs.

You will develop business plans, event/engagement strategies, field sales support and data delivery, coordinating partnerships that