Job Description

About the Team:

The Wealth Management Platform (WMP) team partners with home office research teams and platform gatekeepers across the wealth management industry to drive awareness and adoption of Invesco's investment solutions. Focused on delivering exceptional client service and strategic insights, the team works to strengthen relationships, expand platform opportunities, and position Invesco as a trusted investment partner.

About the Role:

As a member of Invesco's Wealth Management Platform (WMP) team, a Director of Investment Due Diligence is responsible for elevating Invesco's platform relevance, supporting and defending current product placements, building broader awareness of Invesco's capabilities, and sharing Invesco's thought leadership. Key to success is establishing deep relationships and pursuing a tailored client service experience with home office research professionals (gatekeepers, professional buyers) at wealth management firms with the primary goal of increasing Invesco's presence on Recommended Lists and in Models. The team strives to be the industry's leading home office engagement team that meaningfully exceeds client expectations by redefining the role of strategic partners. The role requires a high level of investment acumen to 1) engage with investment teams, 2) develop and maintain a deep understanding of Invesco's broad product range across asset classes and vehicles (mutual funds, ETFs, SMAs, etc.) and 3) differentiate the product range relative to leading peers on client platforms.

Responsibilities of the Role:

• Driving all aspects of the research engagement through high-level interaction regarding all investment related matters as well as Invesco organizational or investment team updates.
• Delivering top tier client service by being highly responsive and ensuring timely completion of requests, coordinating portfolio review meetings with investment teams.
• Be proactive outreach with new investment ideas, thought leadership, and other value-added information.
• Establishing a strategic approach to developing deeper relationships and identifying areas of growth (new partnerships) to build a continuous pipeline of opportunities.
• Monitoring platform-level trends and opportunities within the competitive landscape products to strategically position Invesco's firm's product line.
• Obtaining and sharing feedback with investment teams and Strategic Account Managers on any changes in investment views, demands from their clients, and industry trends.
• Support and engage Strategic Account Managers to effectively communicate platform updates and development opportunities.

Requirements of the Role:

• Minimum of five years of direct manager research experience or wealth management platform-related sales experience.
• Experience marketing investment products to institutional-type buyers or engaging with financial advisors.
• A proven ability to build relationships.
• A results-oriented mindset with a natural sense of urgency in pursuing opportunities.
• Strong communication (written and oral) and engaging presentation skills.
• Excellent interpersonal and organization skills.
• Highly proficient in software applications, including Microsoft Office; experience with Morningstar Direct and FactSet a plus.
• Highly motivated, seeking excellence with the quality of their work and engagement with clients and internal partners.
• Intellectually curious about investment markets and the broader asset/wealth management business.
• Demonstrates good judgment.
• Nice to have: High level of financial (investment) acumen, demonstrated by investment experience or investment credentials (MBA, CFA, CAIA or CIMA).
• FINRA Series 7 and 66 required or must achieve registrations in a short period of time of hire.
• Ability to travel domestically up to 40% of the time

The salary range for this position in New York, NY is $200,000 - $230,000 Base/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

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.