Head of Client Operations - Americas

Posted 3 Days Ago
Be an Early Applicant
3 Locations
200K-270K Annually
Senior level
Fintech
The Role
The Head of Client Operations oversees client transitions and reporting, ensuring accuracy and timeliness while managing a geographically dispersed team and budget. They must drive change, foster relationships, and lead through execution to enhance client experiences.
Summary Generated by Built In

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your Role

The Head of Client Operations will be a collaborative leader with a vision of a superior client reporting and transitions experience, along with the ability to deliver on that vision.  Working at the intersection of business and technology is paramount as is the ability to deliver results by working together with global colleagues and teams.

 

You will be responsible for:

  • Provide leadership and oversight for our client transitions and client reporting service offerings to ensure the highest level of accuracy, timeliness, and consistency

  • Must have a client first focus, possess market knowledge, remain current on industry trends and evolve our industry relationships

  • Pursue innovative ideas across the client lifecycle and effectively separate the firm from its competitors in terms of impact, quality, and efficiency

  • Enrich current protocols and introduce new tools that will further support and enhance a diverse, inclusive, and collaborative global work environment.

  • Proactively question traditional approaches and continually think of differentiated ways to deliver better outcomes.

  • Manage the Client Operations reporting team and any related outsourced vendors, fostering a positive and effective team environment

  • Must have fundamental knowledge of change management techniques to support speedy execution and continual delivery of business results

  • Provide input into the Client Operations capability model, ensuring it is aligned with the overall Investment and Distribution Services (IDS) strategy

  • Communicate the Client Operations and Investment and Distribution Services (IDS) strategy into the region in support of global and local priorities and create optimal resource allocations

  • Must be proficient at attracting and developing talent with an eye toward Invesco’s client focus and culture of excellence.

  • Demonstrate superior execution skills in terms of both ongoing operations and program/project related duties.

  • Administer the department’s budget and expenses.  Manage the day-to-day department activities, ensuring all work is organized and executed timely and accurately

  • Utilize global footprint with an eye toward executing for scale

  • Collaborate, partner and coordinate with various cross functional departments, including our technology partners and external providers to achieve department objectives

  • Conduct periodic stakeholders’ reviews and assess regional partners experiences in ascertaining performance satisfaction

  • Manage client concerns pertaining to change and process improvements

 

The Experience You Bring:

  • We are seeking an accomplished leader with a strong background in client transitions and client/product information reporting.

  • This individual will possess experience leading a geographically dispersed team, possess a strong working knowledge of information management and reporting, and have a record of success in building both internal and external relationships needed to effectively position a team to provide both effective operational and strategic support in a rapidly evolving environment.

  • Proven experience supporting development of a vision through execution and day to day leadership of a dynamic, client-focused organization

  • Proven track record of strong leadership within a global organization, including coordination with geographically separated centers of excellence

  • Experience creating and executing effective change management, leading others through transformational change

  • Proven experience leading, developing, and motivating professional level staff

  • Knowledge of business risk, sound working knowledge of robust operating procedures and controls

  • Broad understanding of investment operations, thorough knowledge of institutional and retail businesses with Invesco (or similar) product lines, regulatory issues, systems, and support procedures and controls

  • Excellent verbal and written communications

  • Undergraduate degree required, or equivalent qualifications.  A graduate degree is a plus.

The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in New York City is $200,000 - $ 270,000 annually.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

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

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

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.

Top Skills

Change Management
Client Reporting
Information Management
Investment Operations
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The Company
Atlanta, Georgia
4,700 Employees
On-site Workplace

What We Do

Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.

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