Sales Account Manager

Posted 9 Days Ago
Be an Early Applicant
Henley, South Somerset, Somerset, England
Entry level
Fintech • Software • Financial Services
The Role
The Sales Account Manager will develop awareness of Invesco's investment capabilities and strengthen relationships with clients in their region. Responsibilities include building a business plan, maintaining accurate records on key systems, and growing the business through effective client communication and collaboration with internal stakeholders.
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

We have an outstanding benefits package which includes: 

  • Company-provided healthcare 

  • A competitive annual leave allowance 

  • Flexible working options, including hybrid working arrangements  

  • Generous pension provisions 

  • Income protection 

  • Health and wellness benefits 

  • Volunteering days 

  • Enhanced parental leave 

  • Life insurance 

 

 What we are looking for: 

  • Grow Invesco business by developing awareness of Invesco’s global capabilities and ensuring these are appropriately and successfully delivered across all clients within your specified region. This includes, but is not limited to, ICVC funds, ETFs, IT’s and MPS proposition

  • Build and strengthen Invesco relationships by identifying, developing and maintaining relationships with key individuals within your target market. This will incorporate a comprehensive contact strategy and include regular and timely contact through multiple mediums (telephone, email, meetings, events)

  • Construct, evolve and execute a comprehensive business plan for your region which focuses on both sales growth and asset retention

  • Combine working independently, collegiately and collaboratively, as part of a small entrepreneurial team, with your relevant Regional Sales Manager and other key internal stakeholders to ensure that together you build the Invesco business, develop key client relationships and exceed targets

  • Maintaining accurate and timely records of client conversations/meetings on key systems (Salesforce & Financial Clarity)

What you can bring: 

  • Exposure to and involvement in matters pertaining to client relationship management, account management and prospecting ideally in the Investment Management Industry

  • Demonstrable understanding of how to build and successfully execute a channel specific business plan/strategy

  • Previous exposure to investment products, strategies, the investment retail market place and the financial services sector

  • Experience of selling products under UCITS and AIFMD regimes would be advantageous

  • Fully proficient in using key systems (including Salesforce and FinancialClarity) for the purposes of business and client planning, client communication and Compliance

  • Strong fund, market and industry knowledge as a result of keeping fully up to date with market views and industry related topics

  • Adaptive and responsive to changes in client needs and the industry environment

  • Strong communication and influencing skills

  • Sound interpersonal skills with the ability to communicate to a broad range of people

  • Ability to work with others and build strong relationships

  • Highly motivated with the ability to demonstrate strong work ethic

  • Self-motivated, organised and methodical with good time management skills

  • Flexibility with working hours and ability to accommodate travel

  • Educated to degree level or equivalent. Alternatively, sufficient experience with relevant professional industry qualifications

  • Full driving licence required

  

Disability Confident Scheme

Applicants who opt in to the Disability Confident Scheme and meet the ‘minimum criteria’ for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.  

 

The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time. 

 

To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at [email protected] confirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.   

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

NoWorkplace 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. 

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to [email protected]. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about.  We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience. 

Recruitment Agencies: 
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.

Top Skills

Salesforce
The Company
HQ: Wimbledon
522 Employees
On-site Workplace
Year Founded: 2004

What We Do

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.

Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.

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