обновлено 2 дня назад
Director IDD
200 000 - 230 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director IDD (Investment Due Diligence/Wealth Management): Driving research engagement and platform adoption for Invesco’s investment solutions with an accent on client service, investment product expertise, and strategic relationships with wealth management gatekeepers. Focus on defending product placements, identifying platform growth opportunities, differentiating mutual funds, ETFs, and SMAs, and translating market feedback into commercial strategy.
Location: New York, New York, United States; hybrid schedule with at least four full days per week in an office
Salary: $200,000–$230,000 base per year, plus incentive pay
Company
is a global investment management firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Lead research engagement with wealth management home-office professionals and platform gatekeepers on investment and organizational matters.
- Support and defend existing product placements while increasing ’s presence on recommended lists and in model portfolios.
- Deliver responsive client service, coordinate portfolio review meetings, and provide investment teams with relevant client and market feedback.
- Develop relationships and identify new platform partnerships and growth opportunities.
- Share investment ideas, thought leadership, and value-added information with clients and internal partners.
- Monitor competitive platform trends and position ’s mutual funds, ETFs, SMAs, and other investment solutions effectively.
Requirements
- At least five years of direct manager research or wealth management platform-related sales experience.
- Experience marketing investment products to institutional-type buyers or engaging with financial advisors.
- Strong relationship-building, written and verbal communication, presentation, interpersonal, and organizational skills.
- Proficiency with software applications, including Microsoft Office; Morningstar Direct and FactSet experience is advantageous.
- FINRA Series 7 and Series 66 registrations are required, or must be obtained shortly after hire.
- Ability to travel domestically up to 40% of the time.
Nice to have
- Investment credentials or experience demonstrating strong financial acumen, such as an MBA, CFA, CAIA, or CIMA.
Culture & Benefits
- Hybrid workplace model centered on regular collaboration in the office.
- Flexible paid time off.
- 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution.
- Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
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