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Client Portfolio Manager – Retail Wealth Channels

Invesco · Georgia

Hybrid 🇬🇧 English

Job description

About the role

Invesco is seeking a Client Portfolio Manager to join its retail wealth channel team in Atlanta. The role bridges the investment team and client‑facing resources, delivering clear insights on portfolio performance, risk, and market trends to institutional and retail stakeholders.

Key responsibilities

  • Develop opportunities within the wealth channel by collaborating with distribution teams and educating gatekeepers such as wholesalers, RIAs, ETF sales, broker‑dealers, and internal sales.
  • Communicate performance attribution, investment rationale, and risk attributes of multi‑sector, investment‑grade, and high‑yield strategies.
  • Maintain up‑to‑date knowledge of competitive landscape, market trends, and distribution channel developments.
  • Partner with Client Portfolio Analyst and Product Managers on business plans and marketing content across the product suite.
  • Interact daily with the portfolio management team to understand positioning, market conditions, and portfolio themes.

Required profile

  • Exceptional communication skills and keen attention to detail.
  • Self‑starting attitude with the ability to build trust and credibility.
  • Strong business acumen and analytical prowess.
  • Highly engaged, confident, and intellectually curious.

Required skills

    What we offer

    • Flexible paid time off.
    • Hybrid work schedule.
    • 401(k) matching of 100% up to the first 6% plus discretionary contributions.
    • Comprehensive health and wellbeing benefits.
    • Parental leave benefits.
    • Employee stock purchase plan.

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    Published 2 months ago

    35 views · 0 interested

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    Invesco

    Georgia