VP, Institutional Investments

OppenheimerFunds Distributor, Inc; Toronto; Hybrid; CAD 120,000 - 180,000; Full time

Job summary

A leading company in the financial services sector is seeking a Managing Director for its North America institutional sales team. This role involves driving business growth, managing key client relationships, and leveraging extensive knowledge of the institutional investment landscape to deliver tailored solutions. Successful candidates must have over 10 years of experience in institutional sales, with a focus on providing exceptional client service and financial product understanding. Join this dynamic team to influence the future of investment management.

Benefits

Hybrid working environment

RRSP Contributions

Work flexibility Programs

Parental Leave Benefits

Qualifications

• 10+ years of institutional sales experience.
• Deep knowledge of the institutional ecosystem.
• Strong understanding of investment instruments.

Responsibilities

• Drive new business and maintain existing client relationships.
• Establish and execute sales plans for accounts.
• Coordinate client requests and provide value-added services.

Skills

Sales experience

Client servicing

Problem-solving

Relationship management

Education

FINRA Series 7, 24, and 63

Job description

The Managing Director role is part of our broader North America institutional sales team and will be responsible for driving new business, maintaining existing business and serving as the primary liaison for institutional clients, prospects, and consultants.

You will manage a sales territory of the largest Canadian institutional entities focusing on providing investment solutions across pension, retirement, and not-for-profit asset pools.

You will be responsible for :

Leading 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 building our understanding of each asset owner’s organizational structure, decision- making authority, and investment priorities

Establishing and executing Canadian sales plan for accounts in your territory by continuously evaluating client needs, designing an organized and efficient approach to relationship management, and providing value-added services

Establishing and maintaining regular communication with asset owners and consultants in your territory

Coordinating client requests, promptly and accurately

The experience you bring :

10+ years of institutional sales 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 7, 24, and 63

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 and we strive to provide employees with a competitive total rewards package which includes :

Hybrid working environment

RRSP Contributions

Work flexibility Programs

Parental Leave Benefits

Study Support

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 is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.