Institutional Relationship Manager
5 days ago
About the Role:
This Director position 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 an institutional sales territory in the Western region of the U.S., focusing on pension, retirement, and not-for-profit asset pools of greater than $2 billion.
Key Responsibilities:
- Lead business development and relationship management efforts for institutional clients within your coverage territory in collaboration with institutional colleagues in Consultant Relations, Client Service, and Investments 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.
Requirements:
- 7+ years of institutional sales experience.
- Client relationship management experience.
- Financial services/investment management experience with deep knowledge of the institutional ecosystem, sponsors, consultants, and competitors.
- Strong understanding of investment strategies 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 7 and 63.
What We Offer:
- 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.
Invesco's Culture:
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.
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