Client Service Operations Manager
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Job Location:
New York City, NY - USA
Yearly Salary:
$ 140000 - 160000
Posted on:
7 days ago
Vacancies:
1 Vacancy
Job Summary
About Invesco
As one of the worlds 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 youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.
Whats 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 team:
The SMA Client Service Manager partners with distribution portfolio management team operations and trading to provide a best-in-class service experience for all our internal and external clients. We are looking for our next Client Service Manager to support our fast-growing SMA business supporting broker dealers and RIA intermediaries. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA firm and have a passion for delivering outstanding client service.
The Role:
The SMA Operations Manager is responsible for overseeing daily SMA Client Service operations including client onboarding processing client activity requests and collaborating with partners across platforms on new client onboarding settlements platform integration and compliance matters. This role entails managing a team driving operational efficiency through process improvements and system integration ensuring data accuracy and serving as a key liaison between internal teams clients and vendors to uphold exceptional service standards.
Responsibilities of the role:
- Oversee daily SMA Client Service operations - including onboarding transaction processing settlements and reconciliation - ensuring accuracy timeliness compliance and adherence to SLAs.
- Lead coach and develop team members through hands-on support mentorship and performance feedback to strengthen skills and drive overall team success.
- Establish and maintain rigorous quality standards while effectively allocating resources to maximize productivity and deliver consistently high-quality results.
- Partner with the COO team to manage Client Service deliverables tied to new platform onboarding initiatives coordinating closely with crossfunctional and external stakeholders.
- Serve as the primary escalation point for operational and transaction-related inquiries ensuring prompt and effective resolution.
- In partnership with the Head of SMA Service develop document implement and own an SMA quality assurance program to ensure service accuracy consistency and operational excellence.
- Co-develop and implement a quality assurance framework including SLAs for shared service providers ensuring reliable and highquality service delivery.
- Identify and execute continuous improvement initiatives focused on efficiency gains risk reduction and clientexperience enhancements while maintaining a strong clientcentric mindset.
Requirements of the role:
- Strong leadership abilities with proven experience guiding people or projects supported by critical thinking and effective problemsolving skills.
- Excellent communication skills and a collaborative mindset when working with internal teams and external partners.
- Ability to build relationships influence stakeholders and partner across multiple departments to deliver a seamless client experience.
- Experience and understanding of separately managed account (SMA) structures workflows and operational processes.
- Proficiency in Microsoft Office Suite (Word Excel PowerPoint Outlook) with strong technical aptitude.
- Prior people or project management experience ideally 2 years within an SMA environment (preferred).
- Required licenses (or willingness to obtain S7/S63 within six months of hire).
- Familiarity with APX Salesforce Workday platform/sponsor firms and other processing systems; highly organized and detailoriented.
The salary range for this position is $140000 to $160000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills experience and location.
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
YesWorkplace Model
Pursuant to Invescos Workplace Policy employees are expected to comply with the firms most current workplace model which as of October 1 2025 includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships collaborate more easily and support each others growth and development.
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.
Invescos 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.
Required Experience:
Manager
About Company
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies, ... View more
