Client Operations Manager

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

Responsibilities:

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

Work Experience / Knowledge:

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

Skills / Other Personal Attributes Required:

Excellent verbal and written communication skills; transparent with open communication

Tech savvy with strong knowledge of the Microsoft suite of products, but specifically advanced Excel and Access skills

Uses a logical framework to gather all relevant facts to make decisions, and drive actions that go beyond job requirements

Demonstrate solid independent judgment when solving business issues

Strong attention to detail with ability to identify problems, seek solutions, and deliver

Proven time management and prioritization skills

Strong client service focus and reputation within the financial services industry

Earns credibility while able to motivate, engage and build trust - influencing without authority

Strong interpersonal skills to build robust relationships and interact effectively with colleagues at all levels of the organization

'Can do' and enthusiastic attitude with strong client/sales support bias, showing initiative and seeking to embrace evolving requirements, with a focus on quality and consistency at all times

Comfortable making decisions and resolving issues

Builds and executes realistic plans

Shows drive and initiative

Actively seeks feedback to continuously improve self and the team

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.