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Client Relationship ManagerTelepathy, Inc. • New York, New York, United States
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Client Relationship Manager

Telepathy, Inc.
  • US
    New York, New York, United States
  • US
    New York, New York, United States
Postuler Maintenant

À propos

Client Relationship Manager (CRM)

As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you will deliver high-quality client service across the full client lifecycle, with a focus on Defined Contribution and Insurance home office relationships. You will collaborate with a team to support day-to-day client needs and ensure a seamless client experience. Success in this role requires developing a strong understanding of Invesco's investment, operational, and service capabilities to effectively diagnose and resolve client issues. You will partner cross-functionally with sales, investments, product, marketing, operations, finance, legal, and compliance teams to support complex client needs. Additionally, you will help drive client engagement initiatives and strategic projects aimed at continuously enhancing the overall client experience.

Responsibilities of the role:

  • Serve as the central point of contact by quarterbacking day-to-day client activity, proactively managing relationships, and fostering long-term partnerships
  • May act as primary sales contact for tier-two retirement partners, focusing on service delivery while identifying opportunities to strengthen relationships
  • Maintain ongoing, high-touch engagement with Senior Strategic Account Managers, Investment Due Diligence teams, and clients to understand needs and support growth
  • Support pre- and post-sale activities, including RFP processes, presentation development, and identifying new opportunities alongside account teams
  • Partner cross-functionally (legal, compliance, trading, product, etc.) to advocate for clients and coordinate operational needs and deliverables
  • Execute core client service responsibilities, including timely inquiry response, issue resolution, third-party requests (auditors/consultants), and adherence to internal procedures, contractual terms, and eligibility requirements
  • Prepare and deliver monthly, quarterly, and annual client materials for reporting, due diligence, and contract renewals, while ensuring compliance standards are met
  • Communicate and escalate key client issues, participate in business and regulatory initiatives, travel for client engagement, and drive continuous team improvements across training, infrastructure, and efficiency

Requirements of the role:

  • 57+ years of asset management experience across client relationship management, client servicing, and project management, with strong investment management acumen
  • Demonstrated client service excellence, including responsiveness, issue resolution, root cause analysis, and process improvement
  • Bachelor's degree required; Series 7 and 63 licenses required; CIMA, CFA, or CFP preferred
  • Proven ability to manage complex client relationships, understand client expectations, and deliver solutions aligned to firm capabilities and services
  • Strong accountability and ownership mindset, with the ability to influence and collaborate effectively with internal stakeholders
  • Excellent interpersonal, relationship-building, and communication skills (written and verbal), with strong attention to detail, analytical thinking, and problem-solving ability
  • Highly organized, proactive, and results-driven, with the ability to plan, multitask, prioritize workloads, meet deadlines, and adapt in a fast-paced environment
  • Proficiency in Salesforce and Microsoft Office (Outlook, Word, Excel, PowerPoint), with the ability to operate effectively in a highly regulated environment and ensure full compliance with policies and procedures

The salary range for this position in New York, NY is $120,000 -$129,000 per year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full time

Employee

Yes

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

  • New York, New York, United States

Compétences linguistiques

  • English
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