Responsible for supporting Invesco Retail National Accounts’ efforts to proactively grow business with Morgan Stanley Smith Barney and evolve single-product line relationships into multi-dimensional business relationships by facilitating and implementing National Accounts strategy, developing client business plans with defined client needs & value propositions, measuring/monitoring success of client business plan execution across home office, field sales force, value-add programs, and implementing cross functional Retail Sales initiatives in collaboration with Senior Management and National Accounts
Client Business Plan Execution
Manage a full-circle approach to creation, execution and measurement of top-tier client business plans, incorporating client strategy, execution and measurement/control for each top-tier client across National Accounts, Field Sales and Value Add Programs
Facilitate definition of client needs and development of value propositions and client-facing proposals, along with action plans to strengthen relationships and win business
Build sales momentum in the firm by leveraging relationship and firm insight. Increase shelf-space on new/existing platforms and recommended lists.
Build and strengthen relationship through contact frequency including: comprehensive face-to-face, phone, electronic contact with key decision-makers and points of influence at firms which increase our presence and levels of influence at various firm levels.
Service key firm relationships by responding promptly and accurately to clients, effectively triaging requests/challenges by funneling to appropriate areas.
Business development from single-product line to multi-dimensional business lines
Deepen penetration within existing channels by establishing and/or re-establishing Invesco’s position with Clients
Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention
Relationship management to further develop and deepen senior relationships with Strategic Clients by visiting key contacts to profile relationships, discuss activities and resolve conflicts
Oversee sales cycle and firm operational activities related to winning business with clients.
Take a lead role in managing completion of business contracts/revenue-sharing agreements, including solid negotiations to ensure maximum value, leveraging Invesco’s strength to secure optimal positioning within agreements for dollars invested.
Oversee management reporting to ensure an accurate and insightful picture of client relationship and opportunities is represented within Executive summary updates, relationship briefings, firm segmentation information, and senior management requests.
Manage and implement North America Retail (NAR), Invesco and US Sales cross functional initiatives
Participate in harmonizing strategy / tactics and distribution opportunities for larger and complex cross-functional initiatives for assigned firms across NAR, Invesco and US Sales
Take a lead role in managing and implementing larger and complex cross-functional initiatives which involve assigned firms.
Undergraduate, college degree or equivalent preferred
CFA, CIMA or similar certification preferred
Series 7 and 66 (or 63/65) required.
7 to 10 years experience in managing and implementing large and complex initiatives required
7 to 10 years analytical & business planning experience required
7 to 10 years relationship-management and communication/facilitation experience required
Ability to influence and persuade others, bridge differences and build consensus towards a common goal or objective is critical
Leadership and communication is critical, as is a demonstrated ability to establish and maintain productive working relationships with key internal and external partners;
Setting and implementing strategy is critical
Excellent verbal and written communication and presentation skills
Excellent analytical and organizational skills to determine the needs of the organization and implement feasible solutions
Marketing and analytical skills required to develop and follow through on strategy and business plans
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