Client Analytics Manager

Employee stock purchase plan

Job Description

The primary responsibility of this position will be to lead analytical workstreams that shape go-to-market strategy, client segmentation, campaign targeting, sales coverage, advisor opportunity identification, and field execution measurement. The individual will partner closely with Distribution leadership, consultants, marketing, product, data science, and technology teams to frame business questions, develop scalable analytics solutions, and drive adoption of insights across the organization.

The individual should:

• Use data and analytics to influence strategic decision making, prioritize commercial opportunities, and recommend actions that improve sales effectiveness
• Lead the development of actionable dashboards, data products, and business intelligence solutions using tools such as Tableau, PowerBI, Excel, SQL, Snowflake, AWS, and Python
• Be comfortable working with foundational data, sophisticated analysis, and emerging analytics capabilities to support distribution goals and drive better business outcomes
• Bring an inquisitive, innovative, and builder-oriented mindset, with the ability to turn ambiguous business questions into structured analytical approaches
• Have experience working with financial transaction data and shaping the data infrastructure needed to support scalable, trusted analytics; asset management experience is highly valuable
• Operate in a consulting-oriented capacity, including problem definition, stakeholder management, solution design, technical translation, delivery planning, and executive-ready communication

The Department: Distribution Intelligence

Distribution Intelligence is responsible for increasing client-focused, data-driven decision making at Invesco. The group partners primarily with the Americas Distribution and Marketing teams to help increase net sales through a deeper understanding of clients, financial advisors, direct purchasers, sales activity, and market opportunity. The team operates with a builder mindset: identifying high-value business questions, creating scalable analytics solutions, and partnering directly with the field to ensure insights translate into action. It works like a small startup within the organization, with a clear focus on improving effectiveness and efficiency through end-to-end management of data, analytics, visualization, and in-field implementation. In short, it is an exciting place for self-starters who want to shape the future of commercial analytics, influence strategy, and own meaningful outcomes.

Why This Role Is Exciting

• Help shape how Distribution uses data to identify growth opportunities, prioritize clients, and improve sales effectiveness
• Partner directly with senior sales leaders on strategic priorities with measurable business impact
• Build scalable analytics tools, dashboards, and data products that influence field behavior and decision making
• Work across sales, marketing, product, data science, and technology in a highly visible role
• Join a team with a builder mindset, where curiosity, ownership, innovation, and commercial impact are valued

Key Responsibilities / Duties:

• Lead analyses of sales, ownership, client, and market data using Business Intelligence and modern data tools to define business problems, uncover opportunities, and recommend actions
• Own and advance key components of the sales analytics roadmap, ensuring insights are actionable, scalable, and aligned to Distribution’s growth priorities
• Define, monitor, and measure client segmentation, campaign targeting, sales coverage, advisor prioritization, and strategy execution efforts
• Develop, manage, and own high-impact projects from problem definition through solution design, implementation, communication, and adoption
• Partner with Distribution, Marketing, Product, Data Science, and Technology teams to design dashboards, data products, and automated insights that help business partners act with greater speed and confidence
• Build trusted relationships with Distribution leaders, sales consultants, product specialists, and other stakeholders to influence how data and analysis are used in decision making

Work Experience / Knowledge:

• 5+ years of experience developing actionable insights and applying data analytics in a corporate, consulting, financial services, asset management, or sales enablement setting
• Demonstrated ability to lead analytical workstreams, manage stakeholders, and convert business questions into scalable analytics solutions
• Experience with financial transaction data, client analytics, sales analytics, marketing analytics, or the Asset Management industry
• Experience partnering with sales leaders, consultants, product teams, technology partners, and data teams to translate business needs into technical requirements, analytical solutions, and practical adoption plans

Skills / Competencies/attributes:

• Commercial curiosity, with the ability to understand business strategy, frame analytical questions, and connect insights to measurable outcomes
• Strong problem-solving and quantitative skills, including the ability to define issues, identify root causes, evaluate trade-offs, and recommend clear solutions
• Ability to balance technical depth with practical application in a sales environment
• Capable of not only knowing the “how,” but also articulating the “so what” and “now what” for business partners
• Comfort working in an agile, test-and-learn, and iterative environment with shifting priorities and ambiguous business questions
• Superior relationship building, communication, executive presence, and ability to influence stakeholders across functions
• Strong project management and organizational skills, with the ability to lead multiple analytical initiatives from idea through execution

Formal Education:

• Undergraduate or advanced degree in a quantitative, business, finance, economics, analytics, statistics, mathematics, operations research, computer science, or related discipline
• Advanced coursework, certifications, or demonstrated experience in analytics, database management, data visualization, data engineering, machine learning, or financial markets is preferred

The salary range for this position in New York, NY is $130,000 - $135,000 Base/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 time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s 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 other’s 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.

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.