Client Relationship Manager, Canada

About the role

You will serve as a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, delivering exceptional service across the full client lifecycle. The role focuses on supporting subadvised and separate account relationships for a Canadian client base while partnering with a high-performing team to meet daily client needs.

Responsibilities

• Serve as the primary point of contact for clients, proactively managing day-to-day activities and building strong, long-term relationships
• Maintain consistent engagement with Strategic Account Managers and clients to understand needs and identify opportunities for Invesco
• Support pre- and post-sale processes, including the RFP lifecycle, presentation development, and business development efforts
• Partner cross-functionally (legal, compliance, trading, product, etc.) to coordinate client needs and deliver operational support
• Deliver comprehensive client service, including timely inquiry resolution, responding to auditors/consultants, ensuring compliance with internal procedures and contractual terms, verifying client eligibility, and tracking outstanding invoices
• Prepare monthly, quarterly, and annual client materials for reporting, due diligence, and contract renewals
• Communicate, document, and escalate significant client issues as appropriate
• Contribute to client-focused projects, regulatory initiatives, travel for meetings/conferences as needed, and recommend and implement improvements to team processes, training, and infrastructure

Requirements

• 5–7 years of asset management experience, including client relationship management, client servicing, and/or project management
• Bachelor’s degree required; Series 7 and 63 licenses; CIMA, CFA, or CFP designations preferred
• Strong client service orientation with proven skills in responsiveness, issue resolution, root cause analysis, and process improvement
• Proven ability to manage complex client relationships and maintain a deep understanding of client expectations
• Demonstrated ability to drive accountability and ownership across internal stakeholders in a cross-functional environment
• Excellent interpersonal, relationship-building, and influencing skills with strong written and verbal communication abilities
• Strong analytical, problem-solving, and detail orientation, with a results-driven, accountable, and highly motivated work ethic
• Strong organizational, planning, and multitasking skills with the ability to manage priorities, adapt to change, apply investment management knowledge, understand firm capabilities, operate in a regulated environment, leverage Salesforce and Microsoft Office tools, and communicate effectively across teams
• French language proficiency a plus

Pay

The salary range for this position in New York, NY is $90,000 - $110,000 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 / Part Time
Full time

Worker Type

Employee