Dir Institutional Distr Centrl
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.
Territory coverage for this role is central US (IA, NE, IL, ND, SD, KY, OH, MI, WI, KS, MO, MN) and mostly consists of mid-large plans / asset pools between $3 – 10 billion.
Responsibilities
- Lead business development and client servicing efforts for institutional clients within your coverage territory in collaboration with the territory’s 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’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
- 5 – 10 years of institutional sales / analyst experience with a preference for candidates with existing institutional asset owner relationships in the Central U.S.
- 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’s opinions and proactively share your own
- Creative problem-solving skills
- FINRA Series 3, 7, 63, and 65
- CFA or demonstrated progress toward the designation
Pay
The salary range for this position is $125,000 - $150,000/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location
Schedule
Full Time
Worker Type
Employee
Exempt (Yes/No)
Yes
Workplace Model
Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.