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Client Portfolio Manager - Retail - Wealth Channels (Atlanta)

Invesco
United Statesfull_timeVerifiedPosted 23 Jul 2026

About the role

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

The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team’s investment philosophy and process across specified strategies. The CPM is regarded as a credible investment professional who acts as the primary interface between our client-facing resources and the investment team. The CPM interacts with the portfolio management team daily to understand historical and current portfolio positioning, market conditions and portfolio themes. The CPM is able to communicate performance attribution, the rationale for specific holdings and portfolio activity, risk attributes, and views of the team clearly and succinctly to a variety of institutional clients and institutional / retail stakeholders. The CPM will maintain detailed knowledge of the competitive landscape/peer group, stay current on market trends and developments in all relevant distribution channels, and be able to clearly articulate what differentiates our products from the competition. The CPM acts in partnership with the Client Portfolio Analyst and Product Managers on business plans and marketing content across the product suite they represent.

This is a multi-faceted, dynamic, and challenging role that demands outstanding skills in communications, keen attention to detail, a self-starting attitude, the ability to develop and cultivate trust, business acumen, and analytical prowess. Invesco seeks to hire highly engaged, confident individuals, who do not settle for mediocrity, continually strive for excellence with their firm and peers, and who retain a high degree of intellectual curiosity.

Key Responsibilities / Duties:

· Play a key role in developing opportunities within the wealth channel by working with Invesco distribution teams to educate investment platform gatekeepers including wholesalers, RIAs, ETF Sales, broker-dealers, internal sales and prospects on multi-sector (Core, Core Plus, Short Duration), investment grade and high yield investment strategies.

· Develop and modify collateral including finals marketing briefs, introductory sales presentations, DDQs, RFPs and due diligence meeting materials as needed.

· Build strong relationships with internal and external distribution teams supporting efforts to execute an effective sales strategy.

· Drive the development of research, presentations and investment insights for third party evaluators (e.g., Morningstar and Lipper) and media channels. This includes monitoring key investment and industry trends, working with the thought leadership team to identify ,topics that resonate with investors. This individual will leverage publications, speaking engagements, public relations and marketing channels to drive key messages into the market.

· Develop strong working knowledge of key competitors, and be able to differentiate why Invesco’s suite of products is unique and competitive.

· Attend and present at industry and client conferences including Invesco roundtables, industry events, and PR opportunities.

· Ability to succinctly communicate key differences in vehicle wrappers to retail / wealth platforms. Strong working knowledge of active ETFs, various shares of mutual funds, separately managed accounts.

Secondary Responsibilities / Duties:

· Grow and retain business by representing the investment team and key investment strategies to clients.

· Regularly reflect the investment team by communicating existing (and pot

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Company

Invesco

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