Client Relationship Manager

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.

Job Description

The role: As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you will deliver high-quality client service across the full client lifecycle, with a focus on Defined Contribution and Insurance home office relationships. You will collaborate with a team to support day-to-day client needs and ensure a seamless client experience.

Responsibilities

• Serve as the central point of contact by quarterbacking day-to-day client activity, proactively managing relationships, and fostering long-term partnerships
• May act as primary sales contact for tier-two retirement partners, focusing on service delivery while identifying opportunities to strengthen relationships
• Maintain ongoing, high-touch engagement with Senior Strategic Account Managers, Investment Due Diligence teams, and clients to understand needs and support growth
• Partner cross-functionally (legal, compliance, trading, product, etc.) to advocate for clients and coordinate operational needs and deliverables
• Execute core client service responsibilities, including timely inquiry response, issue resolution, third-party requests (auditors/consultants), and adherence to internal procedures, contractual terms, and eligibility requirements
• Prepare and deliver monthly, quarterly, and annual client materials for reporting, due diligence, and contract renewals, while ensuring compliance standards are met
• Communicate and escalate key client issues, participate in business and regulatory initiatives, travel for client engagement, and drive continuous team improvements across training, infrastructure, and efficiency

Requirements

• 5–7+ years of asset management experience across client relationship management, client servicing, and project management, with strong investment management acumen
• Demonstrated client service excellence, including responsiveness, issue resolution, root cause analysis, and process improvement
• Bachelor’s degree required; Series 7 and 63 licenses required; CIMA, CFA, or CFP preferred
• Proven ability to manage complex client relationships, understand client expectations, and deliver solutions aligned to firm capabilities and services
• Strong accountability and ownership mindset, with the ability to influence and collaborate effectively with internal stakeholders
• Excellent interpersonal, relationship-building, and communication skills (written and verbal), with strong attention to detail, analytical thinking, and problem-solving ability
• Highly organized, proactive, and results-driven, with the ability to plan, multitask, prioritize workloads, meet deadlines, and adapt in a fast-paced environment
• Proficiency in Salesforce and Microsoft Office (Outlook, Word, Excel, PowerPoint), with the ability to operate effectively in a highly regulated environment and ensure full compliance with policies and procedures

Pay

The salary range for this position in New York, NY is $120,000 - $129,000 per year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Schedule

Full Time

Worker Type

Employee