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. You will develop a strong understanding of Invesco’s investment capabilities, service offerings, and operating model to effectively resolve client challenges. Success requires building cross-functional relationships across sales, investments, product, marketing, operations, finance, legal, and compliance teams. You will also drive client engagement initiatives and contribute to strategic projects that enhance the overall client experience.

Responsibility of the role:

• 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 of the role:

• 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

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.

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

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.