Strategic Account Manager
Core
Client-facing role supporting FinTech/Wealth-Tech and Custodian client relationships, focusing on Custom Model and SMA product lines for US Retail and RIA marketplace access.
Role type
Strategic Account Manager (SAM)
Builds
Business plans, event strategies, and field sales support for WealthTech, Custodian, and TAMP partners.
Domain
Financial Services / Wealth Management / FinTech
Deliverable
product features
Required skills
Financial services expertise, RIA marketplace knowledge, FinTech ecosystem understanding, Custodian platform knowledge, business contract negotiation, data dissemination, independent problem solving
Preferred skills
Experience in financial sales, strategic accounts, and RIA markets
Technologies
FinTech platforms, Custodian platforms
Responsibilities
Execute and educate on FinTech business plans, place IVZ products on client platforms, train field sales teams, represent Invesco at industry events, negotiate business contracts, disseminate sales data
Seniority
Mid-Senior, hands-on IC