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Client Relationship Manager at Invesco - ApplyBlast

Client Relationship Manager

Invesco

4 months ago

3.8 on Glassdoor

New York, New York

Hybrid

Full Time

Senior

0 applicants

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About this role

As a Client Relationship Manager at Invesco, you will deliver high-quality service to Defined Contribution and Insurance clients across the full lifecycle while acting as a central point of contact for complex needs. The role involves collaborating with cross-functional teams including sales, operations, and legal to support strategic client projects and drive engagement initiatives. You will manage relationships with senior account managers and investment due diligence teams to ensure seamless client experiences and service delivery.

Responsibilities

Quarterback day-to-day client activity and foster long-term partnerships
Act as primary sales contact for tier-two retirement partners
Maintain engagement with senior strategic account managers and clients
Partner cross-functionally to advocate for clients and coordinate deliverables
Prepare and deliver monthly to annual client materials for reporting

Skills

Qualifications

Bachelor's degreeSeries 7 licenseSeries 63 licenseCIMA certificationCFA charter

About Invesco

invesco.com

Headquarters

Atlanta, Georgia, United States

Company Size

5001-10000 employees

Founded

1935

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Invesco is a global investment management company offering a wide range of investment products and services, including ETFs, mutual funds, and institutional strategies. The firm serves individual investors, financial professionals, and institutional clients across the Americas, Asia Pacific, Europe, and the Middle East. Invesco operates multiple regional platforms and branded investment vehicles, such as Invesco QQQ and CollegeBound529.