Head of SMA Client Service
: Job Details :

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your Role:

The Head of SMA Client Service will lead and develop a team of Client Service Managers and Associates responsible for delivering exceptional client service to our fast-growing Invesco Separately Managed Account clients including RIAs and Broker Dealer Firms.

The Manager will continuously improve the business operations through automation, internal and external outsourcing and internal workflow improvement to achieve the scale required to support the growing business

To be successful, you will understand Invesco's investment and operational capabilities and service offerings to efficiently diagnose issues and solve problems that inevitably arise in the course of a client relationship. Due to the sophisticated needs of our clients, you will need to build collaborative relationships across our sales, technology, investment, product, marketing, operations, finance, legal, compliance and other internal teams critical to the end-to-end client life cycle. You will also partner with your colleagues on client engagement initiatives to ensure the successful servicing of our clients, as well as leverage digital tools and automation in our servicing efforts.

You have a consistent track record and an affiliation for talent management and development, business leadership, client servicing, problem solving, as well as the ability to influence, motivate and inspire colleagues.

You will be responsible for:

* Empower, manage, develop and lead day-to-day team of client service managers/associates responsible for highly responsive, personalized servicing of our Invesco Separately Managed Account clients.

* Analyze workflow processes to achieve scale using industry best practices leveraging technology, internal and external outsourcing or other ideas

* Partner on onboarding new Intermediary clients

* Manage team resource capacity optimizing the use of team resources to deliver on high client expectations.

* Mentor & coach team by providing training, talent management and career development challenges and opportunities

* Provide coaching and guidance to the team on various end to end processes to ensure an outstanding and efficient client experience

* Partner with SMA colleagues to develop and execute projects for SMA business, tactically implementing critical initiatives via strong business/systems competence

* Leads & coordinates cross-team communication with trading, operations, and compliance

* Partner with SMA colleagues to analyze reporting and business trends and recommend course of action.

* Provides training to Distribution regarding SMA services and resources

* Develops communication via channel specific campaigns

* Collaborates with product managers to ensure brand/strategy continuity

* Serve as primary point of escalation for any complex problems requiring a solution for our SMA clients

* Analyze and identify opportunities for efficiencies/improvements

The experience you bring:

* 8+ years of client service management experience at an asset management firm working with retail SMA, RIAs and BD clients, experience with direct indexing, fixed income and equity SMA preferred

* Bachelor's degree required, MBA preferred

* Series 65

* Exceptional partnership and teamwork skills to navigate Invesco's matrix organization.

* Excellent organizational and interpersonal skills with consistent attention to detail and ability to work with tight deadlines.

* Professional presence, ability to present and interact with clients or senior level executives, business acumen, and service-oriented attitude.

* Ability to create, build, and maintain positive working relationships.

* The ability to thrive in a highly regulated environment that demands full compliance with policies and procedures.

* Strong analytical and problem-solving skills.

* Team player and self-motivated.

* Excellent oral and written communication skills.

* Experienced with Microsoft suite, sales force, advent

* Inspires through performance leadership

* Builds effective teams

* Fosters organizational talent

The salary range for this position is $145,000to $165,000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

What's in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

* Flexible paid time off

* Hybrid work schedule

* 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution

* Health & wellbeing benefits

* Parental Leave benefits

* Employee stock purchase plan

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.