About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: 

• Flexible paid time off

• Hybrid work schedule 

• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution 

• Health & wellbeing benefits 

• Parental Leave benefits 

• Employee stock purchase plan

Job Description

About the Department:

The Head of Model Distribution is a critical leadership position within Wealth Management Intermediaries (WMI, US retail), an organization whose purpose is to serve as an indispensable partner that redefines the personalized experience for both our team members and clients. Model portfolios are used by a wide range of financial intermediaries across traditional and non-traditional business models, requiring an individual with unique expertise across investments, client segments and digital platforms.
 

About the Role:

The Head of Model Distribution will be responsible for WMI’s distribution strategy, educational resources and client partnerships to market model portfolios. Succeeding within this mandate will require the ability to partner with external clients across retail channels and internal partners across Investments (Invesco Global Solutions), Consulting, Marketing, Product and Distribution to create a client-centric service model that encompasses unique investment solutions and service models. This individual will inspire Invesco’s distribution team and key stakeholders to deliver world-class investment solutions and services to our clients in a forward-looking, solutions-oriented, client-centric manner.

Responsibilities of the Role:

• Develop distribution strategy and robust service model for model portfolio, and oversee the execution of that strategy via all WMI distribution channels

• Take direct responsibility for key accounts across model marketplace and TAMP platforms, elevating our platform relevance with unique access and services

• Serve as Distribution’s subject matter expert to Investments (Global Solutions), Product, Consulting and Marketing in the development of our model portfolio solutions value proposition and industry leading client centric service offering

• Develop inspiring selling systems to drive Invesco’s client-facing teams and key stakeholders to engage model portfolio platforms and financial advisers with Invesco’s value proposition for model portfolios

• Partner with Investments and Product Development to perpetually develop cutting-edge model solutions

• Partner with Portfolio Advisory team to train and align model portfolio specialists to WMI field distribution and WMP home office platform opportunities

• Partner with Marketing and Product to create content (digital, social, print, paid) that differentiates our model portfolio solutions in a highly commoditized marketplace

Requirements of the Role:

• Bachelor’s degree required, MBA and/or CFA/CFP/CIMA preferred

• 10+ years of relevant investment industry experience

• Series 7, 63 and 65

• Strong knowledge of the current Model Portfolio landscape, as well as potential disruptors such as digital advice platforms; to tailor presentations to the differentiating strategy of each firm

• Deep understanding of the various investment delivery platforms and vehicles (such as strategist models and model SMAs) as well as operational and profitability considerations for each

• Must possess a client centric mindset that can build a business that delivers client-oriented solutions to meet their investment goals and needs

• Demonstrated ability to work collaboratively with others, build strong trust-based relationships and create buy-in across capabilities centers

• Bold strategic vision with a prove