Sr Strategic Account Manager

Posted Yesterday
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New York, NY, USA
In-Office
140K-160K Annually
Senior level
Fintech
The Role
Senior Strategic Account Manager responsible for managing major strategic partner relationships across broker-dealer, RIA, custodian, and fintech firms. Leads client strategies, business plans, product placement, sales and marketing initiatives, negotiations, and cross-functional team alignment to achieve partnership sales objectives. Requires strong financial services expertise, communication, relationship management, sales, negotiation, problem-solving, and project management skills.
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

Team:
The WMP team is responsible for managing Home-Office relationships with Invesco's largest Client Partners. My team is primarily responsible for cultivating and maintaining relationships with Independent Broker Dealer Firms, RIA Aggregator Firms , the Industry’s largest Custodian partnerships as well as Fintech / WealthTech client partnerships. The team constructs business plans for Client Partners to achieve specific sales goals and platform placements for Invesco and negotiates favorable terms for doing business together.
Your role:
The Senior Strategic Account Manager role is the entry point for Managing Client relationships with our most important Strategic Partner Firms. The SSAM will be the lead relationship manager on the WMP "Client Engagement" level firms (our largest Client Partners), while potentially maintaining relationships with additional Client Partners. The role requires the successful candidate to be proficient in the Invesco product suites, product line operations, superior written and verbal communication skills which will be utilized with internal and external Client Partners. The SSAM will be an integral team member on the Client Engagement team and will lead the development and implementation of their client firm strategy and business plan activation to meet partnership sales objectives.
You Will Be Responsible For:

  • Primary support for WMP Client Engagement Firms and potentially other Firms assigned to this individual.
  • Lead the WMP Team of Teams pod to ensure alignment with IVZ CFOs and client priorities.
  • Sales and Marketing of Invesco products to external and internal clients (IVZ sales force).
  • Maintaining working relationships with key stakeholders across Invesco.
  • Seeking out opportunities for product placement with Client Firms to expand Invesco's brand recognition and market share.
  • Continually developing themselves professionally and personally to perform this ever-evolving role.

The Experience You Bring:

  • Considerably strong verbal, written and presentation skills.
  • Experience and expertise in the Financial Services industry, ideally in Strategic Account Role.
  • Ability to solve complex problems or issues, using independent thought and judgement.
  • Strong interpersonal relationship skills to maintain existing relationships in our industry.
  • Strong sales and negotiation skills to manage complex Partnerships.
  • Experience being an active participant on a team, ideally with a team of team's mindset.

Ability to manage projects from beginning to end with limited guidance

The salary range for this position in New York, NY is $140,000 Base - $160,000 Base/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

  • Strong verbal, written, and presentation skills
  • Experience and expertise in the financial services industry
  • Experience in a strategic account role
  • Ability to solve complex problems using independent thought and judgment
  • Strong interpersonal relationship skills
  • Strong sales and negotiation skills for managing complex partnerships
  • Experience participating actively on a team
  • Ability to manage projects from beginning to end with limited guidance

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
HQ: 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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