MD Institutional Relationship Mgmt

Description

Your role :

This Managing 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 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 Midwest and mostly consists of large plans / asset pools greater than $5 billion.

You will be responsible for :

• Lead business development and client servicing efforts for institutional clients within your coverage territory in collaboration with 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’s 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

The experience you bring :

• 10+ years of institutional sales experience
• Client relationship management experience
• Financial services / investment management experience with deep knowledge of institutional ecosystem, sponsors, consultants, and competitors
• Strong understanding of investment instruments and their relevance across various plan and client types
• Exceptional teammate, open-minded, flexible, and willing to listen to other people’s opinions
• Ability to navigate multiple work streams and manage competing priorities
• Creative problem-solving skills
• FINRA Series 3, 7, 63, and 65

This position is Remote and the Invesco workplace model will not apply

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value.

As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

What’s in it for you?

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 :

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

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.