Strategic Account Manager – Wealth-Tech / Custodian

About the role

Invesco is seeking a Strategic Account Manager to serve as the secondary point of contact for its Wealth‑Tech, Custodian and TAMP clients. The role will support existing relationships, promote Invesco’s Custom Model and SMA product lines in the US retail market, and help integrate Invesco solutions onto partner platforms.

Key responsibilities

• Execute and educate on the FinTech business plan, driving field adoption.
• Place IVZ products on client partner platforms and ensure successful onboarding.
• Provide training and support to field sales teams.
• Develop business, event and engagement strategies in collaboration with senior SAMs.
• Coordinate data delivery and partnership activities with Wealth‑Tech, Custodian and TAMP firms.

Required profile

• Proven experience managing relationships with wealth‑tech, custodian or TAMP clients.
• Familiarity with US retail investment products, including Custom Model and SMA offerings.
• Ability to work closely with senior account managers and product specialists.
• Strong understanding of the RIA marketplace and platform integration processes.

Required skills

What we offer

• Flexible paid time off and hybrid work schedule.
• 401(k) matching up to 6% plus discretionary contributions.
• Comprehensive health and wellbeing benefits.
• Parental leave and employee stock purchase plan.