Job Type
Job Details
As one of the world鈥檚 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:聽
Flexible paid time off
Hybrid work schedule聽
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution聽
Health & wellbeing benefits聽
Parental Leave benefits聽
Employee stock purchase plan
About the Role
This Director role is part of our broader institutional sales effort and will be responsible for driving new business, maintaining existing business and serving as the primary liaison for institutional clients and prospects. This individual will manage a sales territory of institutional entities focusing on providing investment solutions across pension, retirement, and not-for-profit asset pools. This individual will need to work collaboratively with the territory鈥檚 Managing Director and other institutional colleagues to bring the most appropriate products and services to our client audience. The target market for this role is concentrated in the Southern U.S. and mostly consists of mid-large plans / asset pools between $3 鈥� 10 billion.
Responsibilities of the Role
Lead business development and client servicing efforts for institutional clients within your coverage territory in collaboration with the territory鈥檚 Managing Director, institutional colleagues on Consultant Relations, Defined Contribution, and Global Liquidity sales teams as well as other Invesco business units
Proactively build our understanding of each asset owner鈥檚 organizational structure, decision- making authority, and investment priorities
Execute on sales plans for accounts in your territory by continuously evaluating client needs, designing an organized and efficient approach to relationship management, and providing value-added services
Establish and maintain regular communication with asset owners in your territory
Coordinate client requests, promptly and accurately
Requirements of the Role:
5+ years of institutional sales / analyst experience
Client relationship management experience
Financial services / investment management experience with knowledge of institutional ecosystem, sponsors, consultants, and competitors
Understanding of investment instruments and their relevance across various plan and client types
Exceptional teammate, open-minded, flexible, willing to listen to other people鈥檚 opinions and proactively share your own
Ability to navigate multiple work streams and manage competing priorities
Creative problem-solving skills
FINRA Series 3, 7, 63, and 65
CFA or demonstrated progress toward the designation
Pursuant to Invesco鈥檚 Workplace Policy, employees are expected to comply with the firm鈥檚 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鈥檚 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.
