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Invesco

Global asset management and investment solutions

Client Relationship Manager

Account ManagementPosted on Nov 13
Full-timeHenley-on-Thames, UKNo salary listed

About the Job

Requirements

  • Experience relating to the negotiation and implementation of service-level and legal agreements.
  • Ability to understand financial markets and investment products.
  • Sound information technology skills, including Word, PowerPoint, and Excel, and openness to learning new technologies.
  • Educated to degree level or equivalent, or alternatively, sufficient experience with relevant industry qualifications.
  • The successful candidate must have or be willing to undertake an industry qualification.
  • Some periodic flexibility regarding working hours and ability to accommodate some travel are required.
  • Ability to work independently and within a team environment to build and maintain strong working relationships through coaching and mentoring.
  • Knowledge of Client Relationship Management systems and Microsoft Office packages.

Responsibilities

  • Assist UK sales teams, initially with an Institutional focus, in achieving growth objectives through close technical partnerships with key clients and consultants, and support the negotiation and implementation of technical, operational, service-level, and legal requirements for strategic relationships.
  • Engage in open, honest, and realistic dialogue with key clients and consultants to understand their technical needs and provide practical solutions; maintain an appropriate governance and technical-review cadence for priority relationships, including strategically important defined-contribution clients and future strategic partnerships as they develop.
  • Identify ways to improve service provision to key clients through an understanding of the firm's systems and procedures.
  • Maintain awareness of local industry standards and future developments, together with knowledge of key clients' technical expectations.
  • Develop and maintain robust communication links between UK Distribution and internal and external functional teams; coordinate delivery across stakeholders, provide client context where required, and create repeatable processes, leadership updates, and stakeholder connections that support future strategic partnerships; continue relevant monitoring and policy activities where specific client knowledge or contact is required.
  • Build and maintain relationships with operational heads and senior operational managers within major client firms; act as the central point of contact and owner for strategic technical matters, protect continuity through handover of strategically important defined-contribution clients, and support emerging defined-contribution relationships as opportunities progress.
  • Oversee and support internal and client reporting requirements, including clear leadership updates for strategic relationships and pipeline activity.
  • Lead or support local coordination for strategic client implementations and change activity; apply repeatable processes to reduce implementation risk and enable the servicing model to scale across relationships.
  • Oversee and manage technical enquiries and issues by coordinating appropriate business subject-matter experts, maintaining ownership through resolution, and ensuring the service model expected by clients and consultants is maintained.
  • Provide general sales and consultant-relations support, contribute to revenue growth across UK Institutional business segments, and flex capacity to other UK business lines as priorities change.
  • Support non-sales, technical, and wider UK business activities as required, allowing capacity to be redeployed in line with changing demand and strengthening the resilience of the UK client relationship management team.

Desired Qualifications

  • Previous experience in a financial-sector operational environment.
  • Experience managing client relationships.
  • Experience supporting complex strategic relationships, implementations, or cross-functional projects.
  • Knowledge of financial markets and investment products.

About the Company

Invesco

Global asset management and investment solutions

Invesco provides investment management services to retail and institutional clients worldwide. It manages a broad mix of assets, including mutual funds, exchange-traded funds (ETFs), and private equity, and earns revenue mainly from management fees on assets under management. The company serves clients in more than 150 countries, offering diverse investment opportunities across public and private markets. Its product line relies on market performance, meaning returns and assets under management rise and fall with financial conditions. Invesco differentiates itself through its global footprint and range of investment vehicles, aiming to grow assets under management by attracting clients and offering access to a wide set of investment options. The company’s goal is to deliver value for clients by managing assets responsibly and efficiently while expanding its global presence and assets under management over time.

Company size
501-1,000
Company stage
IPO
Headquarters
Henley-on-Thames, United Kingdom
Founded
1935

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