Manager

• Grow and retain business by representing the investment team and key investment strategies to clients.
• Play a lead role in managing new business opportunities by working with the distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies – this includes participation in the RFP/RFI process and addressing ad hoc prospect questions.
• Participate in advisor pitches, due diligence meetings, and stand and deliver presentations as needed.
• Service existing clients via in-person meetings (on- and off-site), conference calls and investment committee meetings, as needed in place of Portfolio Managers.
• Provide portfolio updates and insights to drive client engagement and loyalty.
• Understand distribution opportunities in each channel and help shape product strategy with the Senior CPM and the product manager.
• Participate in the development of advisor-facing content, presentations, and research. This includes monitoring key investment and industry trends, working with research and product development and identifying issues and topics that leverage insights into the marketplace.
• Manage the ongoing internal and external experience for our products and work with Marketing to support product specific content.
• Present at Invesco roundtables and industry conferences.
• Build strong relationships with the Distribution teams supporting their efforts to execute and effective sales strategy.
• Support Distribution with training, large conferences, meeting support.
• Assist Sales with custom proposals for significant business opportunities and participate in client calls/meetings as needed.
• Liaise with the firm’s various marketing and RFP teams to ensure all data and responses regarding a given product are accurate and appropriate.
• Assist with quarterly investment commentaries and regulatory commentary content.

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