Director IDD
Core
Director of Investment Due Diligence driving platform relevance and adoption of Invesco's investment solutions by engaging with home office research professionals and gatekeepers at wealth management firms.
Role type
Director, Investment Due Diligence / Strategic Account Management
Builds
Invesco's presence on Recommended Lists and in Models for wealth management firms
Domain
Wealth Management / Investment Management
Deliverable
product features
Required skills
investment acumen, relationship building, strategic account management, product differentiation, competitive landscape analysis, client service, portfolio review coordination, thought leadership development
Preferred skills
MBA, CFA, CAIA, CIMA, Morningstar Direct, FactSet
Technologies
Microsoft Office, Morningstar Direct, FactSet
Responsibilities
Drive research engagement through high-level interaction on investment matters and organizational updates; deliver top-tier client service and coordinate portfolio review meetings; proactively outreach with new investment ideas and thought leadership; establish strategic relationships to build a pipeline of opportunities; monitor platform-level trends to position Invesco's product line; obtain and share feedback on investment views and industry trends with internal teams; support Strategic Account Managers in communicating platform updates.
Seniority
Director, strategic partner & hands-on engagement