Client Operations Manager

This job is with Invesco, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly.

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

You will be responsible for:

• Lead workflow management of onboarding and transition activities for new, active and terminating clients and funds including updating various systems with activities related to a launch or transition and where appropriate making operational recommendations
• Organize and lead regular and ad hoc meetings with internal and external parties to support new and existing account onboarding and transition mandates and projects including following up with minutes and action items post meetings
• Act as central point of contact for institutional clients related to all of their operational requests
• Establish strong working relationship with internal teams; Trading, Legal, Compliance, Investment teams, Trust Company, and Operations to help drive client servicing as well as onboarding and offboarding clients
• Act as primary conduit between Relationship Managers (RMs) and Investment Services (IS) teams; working to provide strategic solutions and facilitating client's operational issues to resolution
• Field and respond to client requests, in a timely and accurate manner, liaising with appropriate areas of the business as necessary
• Provide strong leadership, monitoring, and oversight, of the operational processes impacting client accounts and improving on internal processes where needed
• Contribute to the firm's Client Order Management process and execute with new client mandates
• Provide regular briefings to the Head of COM on significant issues; escalate any likelihood of failure to complete processes by deadlines
• Work collaboratively with the team to ensure robust and timely metrics are produced
• Keep up to date with market and regulatory changes; participating in external industry meetings, ensuring we are in line with our competitors if not ahead with regards to deliverables
  
  

The Experience You Bring

• Bachelor's degree in Business, Economics, Finance or a related field.
• 8 years of direct Investment Operations experience in the asset management industry
• 5 years of direct client service experience in the asset management industry
• 5 years of Account OnBoarding and Transitions experience in the asset management industry
• Relationship management, including senior level relationships
  
  

Strong understanding of account onboarding requirements in the asset management industry

• Account Transitions specifically account openings, closures, and transfers-in-kind
• Leading and influencing without authority
  
  

Proprietary and Institutional client servicing

• Strong understanding of investment operations, retail and institutional distribution channels, regulatory issues and systems
• Ability to conduct complex analysis and present data in a meaningful way
• Ability and demonstrated track record of reviewing processes and making enhancements
• Ability to work through complex project requirements with internal and external partners
• Ability to challenge effectively and promote change
• Experience dealing with cross-divisional issues and prioritization
• Strong working knowledge of robust operating procedures and controls
• Broad asset management product knowledge and understanding
• Existing Invesco product knowledge would be beneficial
  
  

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

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
  
  

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.