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Invesco

Global asset management and investment solutions

Director

Sales & TradingConfirmed live in the last 24 hours
Full-timeUnited States

About the Job

Requirements

  • At least 10 years of experience in institutional client-facing roles.
  • Financial services or investment management experience, with knowledge of the institutional ecosystem, sponsors, consultants, and competitors.
  • Experience raising closed-end funds, ideally real estate or private credit.
  • Must reside in the region to maintain in-person coverage of clients and prospects across the territory; candidates in New York City are strongly preferred.
  • FINRA Series 7 and 63 are required.

Responsibilities

  • Lead business development and client servicing for institutional clients in the coverage territory, collaborating with the territory’s Managing Director, institutional colleagues in Consultant Relations, Defined Contribution, and Global Liquidity sales teams, and other Invesco business units.
  • Build understanding of each asset owner’s organizational structure, decision-making authority, and investment priorities.
  • Execute account sales plans 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 the territory.
  • Coordinate client requests promptly and accurately.

Desired Qualifications

  • Existing institutional relationships in the northeast U.S.
  • CFA and/or CAIA designations.
  • Desire to mentor Analyst- and Associate-level teammates.

About the Company

Invesco

Global asset management and investment solutions

Invesco provides investment management services to retail and institutional clients worldwide. It manages a broad mix of assets, including mutual funds, exchange-traded funds (ETFs), and private equity, and earns revenue mainly from management fees on assets under management. The company serves clients in more than 150 countries, offering diverse investment opportunities across public and private markets. Its product line relies on market performance, meaning returns and assets under management rise and fall with financial conditions. Invesco differentiates itself through its global footprint and range of investment vehicles, aiming to grow assets under management by attracting clients and offering access to a wide set of investment options. The company’s goal is to deliver value for clients by managing assets responsibly and efficiently while expanding its global presence and assets under management over time.

Company size
501-1,000
Company stage
IPO
Headquarters
Henley-on-Thames, United Kingdom
Founded
1935

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