UIT - Trading & Client Support Manager

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.

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 UIT
-Trading & Client Support Manager will be primarily responsible for the trading of both equity and fixed income unit trusts and helps to facilitate the trading of units during the primary offering period and in the secondary market with Invesco clients who are buying or selling for retail investors. Processes include providing coverage to broker dealer home office clients ensuring each is apprised of available portfolios, new offerings, portfolio highlights and competitive positioning.

Serving as the main point of contact for Broker Dealer home office UIT contacts, this role will be integral in both maintaining and growing strong relationships throughout the industry and representing Invesco. The role will also assist in the creation and redemption of trusts and units through the trustee. The UIT
- Trading & Support Manager will ensure all processes, systems and communication methods adhere to regulatory and compliance policies and procedures to ensure appropriate levels of accountability, timeliness and reporting are met. The UIT
- Trading & Client Support Manager will be a part of the ETF & Index Investments team within Invesco and will assist with various internal reporting, projects and support on specific business lines and projects aligned to support the primary and secondary offering of unit trust portfolios. Role will work closely with client accounts, operations, product specialists, portfolio managers, compliance, technology, and the custodian.

• Accountable for individual trading activity and responsible for accuracy of information relayed to customers.
• Highly detail oriented and process driven to avoid inaccurate trading practices or a result in loss of revenue, legal liability, risk to firm reputation, and loss of customers.
• Must follow all regulations as established by governing bodies and compliance as well as outlined in prospectus.
• Additional opportunities for portfolio and trading responsibilities across the ETF & Index Investments team as proficiency is established.

Normal office environment with little exposure to noise, dust and temperatures. The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary. Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment.

• Series 7 and Series 63 licenses required
• Bachelor’s degree preferred with customer service, trading, or sales experience
• Minimum of 5 years industry experience
• Excellent communication and organizational skills
• Exceptional analytical and problem-solving skills

• Team player
• Ability to deal with high volume and time sensitive environment
• Strong interpersonal skills and a collaborative mindset
• Able to build effective relationships across all levels
• Open minded, flexible, and willing to listen to other’s opinions
• Interpersonal skills necessary to effectively communicate with a variety of individuals at all technical levels are required
• Must be able to react quickly and responsibly to situations as they develop

Bachelor’s degree in business, finance or related field required

• Series 7 and 63 required for employment
• Series 24 or…