Client Portfolio Manager - Retail - Wealth Channels (Atlanta)
Core
Act as the primary interface between client-facing resources and the investment team, communicating performance attribution, portfolio rationale, and risk attributes to institutional and retail stakeholders while driving business development in the wealth channel.
Role type
Senior Client Portfolio Manager (Wealth Channels)
Builds
Investment strategies, marketing collateral, and client engagement programs for retail and wealth platforms.
Domain
Asset Management / Wealth Management / Capital Markets
Deliverable
client delivery
Required skills
Portfolio construction, risk management, capital markets knowledge, sales strategy execution, third-party research analysis, public speaking, competitive landscape analysis, financial product differentiation
Preferred skills
MBA, CFA, Series 7 and 63 licenses, experience with active ETFs and separately managed accounts, AI tool adoption
Technologies
Bloomberg, Microsoft Office, Aladdin, Morningstar, Lipper
Responsibilities
Develop opportunities within the wealth channel by educating investment platform gatekeepers; create marketing briefs and due diligence materials; present at industry conferences; communicate investment insights to third-party evaluators and media; differentiate Invesco products from competitors; grow and retain business by representing investment strategies to clients.
Seniority
Senior, hands-on IC with client-facing focus