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Client Relationship Manager

Invesco -
New York, NY

Apply Now

Job Details

Full-time
$120,000 - $129,000 a year

Benefits

Employee stock purchase plan
Health insurance
Paid time off
Parental leave
401(k) matching

Qualifications

Optimizing workflow processes
Managing customer accounts
Microsoft Excel
Customer relationship building
Microsoft Outlook
Regulatory compliance
Experience at asset management companies
Employee relationship building
Managing clients in a customer support role
Series 7
Salesforce Cloud
Bachelor's degree
Task prioritization
Investment client management
Project delivery management
Sales management systems proficiency
Managing projects
CRM system proficiency
Root cause analysis
Account management
Legal compliance
Financial acumen
Series 63

Full Job Description

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

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

Job Description

The role:

As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you will deliver high-quality client service across the full client lifecycle, with a focus on Defined Contribution and Insurance home office relationships. You will collaborate with a team to support day-to-day client needs and ensure a seamless client experience. Success in this role requires developing a strong understanding of Invesco’s investment, operational, and service capabilities to effectively diagnose and resolve client issues. You will partner cross-functionally with sales, investments, product, marketing, operations, finance, legal, and compliance teams to support complex client needs. Additionally, you will help drive client engagement initiatives and strategic projects aimed at continuously enhancing the overall client experience.

Responsibilities of the role:

Serve as the central point of contact by quarterbacking day-to-day client activity, proactively managing relationships, and fostering long-term partnerships
May act as primary sales contact for tier-two retirement partners, focusing on service delivery while identifying opportunities to strengthen relationships
Maintain ongoing, high-touch engagement with Senior Strategic Account Managers, Investment Due Diligence teams, and clients to understand needs and support growth
Support pre- and post-sale activities, including RFP processes, presentation development, and identifying new opportunities alongside account teams
Partner cross-functionally (legal, compliance, trading, product, etc.) to advocate for clients and coordinate operational needs and deliverables
Execute core client service responsibilities, including timely inquiry response, issue resolution, third-party requests (auditors/consultants), and adherence to internal procedures, contractual terms, and eligibility requirements
Prepare and deliver monthly, quarterly, and annual client materials for reporting, due diligence, and contract renewals, while ensuring compliance standards are met
Communicate and escalate key client issues, participate in business and regulatory initiatives, travel for client engagement, and drive continuous team improvements across training, infrastructure, and efficiency

Requirements of the role:

5–7+ years of asset management experience across client relationship management, client servicing, and project management, with strong investment management acumen
Demonstrated client service excellence, including responsiveness, issue resolution, root cause analysis, and process improvement
Bachelor’s degree required; Series 7 and 63 licenses required; CIMA, CFA, or CFP preferred
Proven ability to manage complex client relationships, understand client expectations, and deliver solutions aligned to firm capabilities and services
Strong accountability and ownership mindset, with the ability to influence and collaborate effectively with internal stakeholders
Excellent interpersonal, relationship-building, and communication skills (written and verbal), with strong attention to detail, analytical thinking, and problem-solving ability
Highly organized, proactive, and results-driven, with the ability to plan, multitask, prioritize workloads, meet deadlines, and adapt in a fast-paced environment
Proficiency in Salesforce and Microsoft Office (Outlook, Word, Excel, PowerPoint), with the ability to operate effectively in a highly regulated environment and ensure full compliance with policies and procedures

The salary range for this position in New York, NY is $120,000 -$129,000 per 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.

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.

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Refine Your Search

client finance manager jobs in new york, ny

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