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Invesco

Global asset management and investment solutions

Director Institutional Distribution

Sales & TradingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Five to ten years of institutional sales or analyst experience; existing institutional asset-owner relationships in the Central U.S. are preferred.
  • Financial services or investment management experience, with knowledge of institutional ecosystem participants, sponsors, consultants, and competitors.
  • Understanding of investment instruments and their relevance across various plan and client types.
  • Ability to navigate multiple work streams and manage competing priorities.
  • Creative problem-solving skills.
  • FINRA Series 3, 7, 63, and 65 licenses.
  • CFA designation or demonstrated progress toward the designation.

Responsibilities

  • Drive new business, maintain existing business, and serve as the primary liaison for institutional clients and prospects.
  • Manage a sales territory of institutional entities focused on providing investment solutions across pension, retirement, and not-for-profit asset pools.
  • Collaborate with the territory’s Managing Director, institutional colleagues, and other business units to bring appropriate products and services to clients.
  • Lead business development and client-servicing efforts for institutional clients within the coverage territory, collaborating with Consultant Relations, Defined Contribution, Global Liquidity sales teams, and other business units.
  • Build understanding of each asset owner’s organizational structure, decision-making authority, and investment priorities.
  • Execute account sales plans by 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

  • Preference for candidates with existing institutional asset-owner relationships in the Central U.S.

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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