Client Service Operations Manager

Invesco Ltd. • Seattle, WA

9d • Hybrid

About The Position

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.

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 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.

Requirements

• Strong leadership abilities with proven experience guiding people or projects, supported by critical thinking and effective problem‑solving 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 detail‑oriented.

Responsibilities

• 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 cross‑functional 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 high‑quality service delivery.
• Identify and execute continuous improvement initiatives focused on efficiency gains, risk reduction, and client‑experience enhancements while maintaining a strong client‑centric mindset.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed