Client Operations Manager

Reposted 2 Days Ago
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4 Locations
In-Office
145K-155K Annually
Senior level
Fintech
The Role
The Client Operations Manager leads operational efforts across the institutional client lifecycle, ensuring efficient onboarding, service delivery, and issue resolution, while promoting process improvements and collaboration.
Summary Generated by Built In
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

Your Role

The Client Operations Manager (COM) provides proactive operational leadership across the institutional client lifecycle, including onboarding, transitions, reporting, and ongoing service. Partnering closely with Sales, Relationship Management, and internal teams, the COM delivers scalable, client-focused solutions while driving process improvement and risk mitigation. Serving as the primary operational contact for institutional clients, the COM liaises between clients, distribution, and operations to ensure a high-quality client experience. The role resolves day-to-day client inquiries and collaborates with internal subject matter experts on more complex requests.

You Will Be Responsible For :

  • Act as the central operational point of contact for institutional clients

  • Partner with Sales and Relationship Managers to support client servicing and onboarding

  • Lead and monitor client onboarding and transitions, ensuring timely execution

  • Liaise across Trading, Legal, Compliance, Investments, Trust, and Operations

  • Resolve daily client inquiries and complex operational issues; escalate risks as needed

  • Ensure delivery against client SLAs and KPIs; track, log, and escalate issues

  • Identify process improvements, automation opportunities, and operational risk reductions

  • Provide regular updates to the Head of Client Operations

  • Stay current on market and regulatory developments affecting client serving

  • Drive continuous improvement, standardization, and scalability initiatives

  • Partner with technology and operations teams to implement automation and data solutions

  • Champion a culture of accountability, innovation, and operational excellence

The Experience You Bring: 

  • 8+ years of investment operations experience

  • 5+ years of institutional client service experience

  • 5+ years of onboarding and account transition experience

  • Strong understanding of asset management operations, regulatory requirements, and distribution channels

  • Proven ability to lead change, influence without authority, and manage cross‑functional priorities

  • Excellent analytical, communication, and stakeholder‑management skills

  • Strong Excel skills; tech‑savvy mindset preferred

  • Invesco product knowledge a plus

  • Strong verbal and written communication with a transparent, collaborative style

  • Tech‑savvy with strong Microsoft Office skills; advanced Excel preferred

  • Analytical, structured decision‑maker with sound independent judgment

  • High attention to detail with a proactive, solutions‑oriented mindset

  • Proven ability to manage priorities, deadlines, and complex workloads

  • Client‑centric approach with credibility in financial services

  • Strong interpersonal skills; able to build trust and influence without authority

  • Proactive, “can‑do” attitude with initiative and adaptability to change

  • Comfortable making decisions, resolving issues, and executing realistic plans

  • Results‑driven, self‑motivated, and open to feedback for continuous improvement

  • A Bachelor's Degree and/or equivalent work experience

  • Advanced degree or CFA preferred

The salary range for this position in Downers Grove is $145,000 - $155,000/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.

Skills Required

  • 8+ years of investment operations experience
  • 5+ years of institutional client service experience
  • 5+ years of onboarding and account transition experience
  • Strong understanding of asset management operations, regulatory requirements, and distribution channels
  • Bachelor's Degree and/or equivalent work experience
  • Advanced degree or CFA preferred

Invesco Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Invesco and has not been reviewed or approved by Invesco.

  • Retirement Support Retirement programs emphasize a strong 401(k) design with immediate eligibility and match vesting, alongside references to employer contributions that support long-term savings. Materials position retirement offerings as a core element of a comprehensive total-rewards package.
  • Parental & Family Support Parental leave is positioned as a robust offering in the U.S. and EMEA, with detailed paid-leave durations previously disclosed and an emphasis on inclusive, gender-neutral policies. Company information indicates broad parental-leave availability as part of total rewards, subject to local specifics.
  • Leave & Time Off Breadth Paid time off and holidays are highlighted as meaningful components of the package, with flexibility noted in some areas. Feedback suggests certain U.S. exempt roles use flexible or “unlimited” PTO approaches that enhance practical time-off access.

Invesco Insights

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The Company
Atlanta, Georgia
4,700 Employees

What We Do

Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.

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