Director, Team North, NAI

Invesco; New York (NY); Hybrid; USD 220,000 - 225,000; Full time

Benefits offered by this job

Hybrid work schedule

401(K) matching

Employee stock purchase plan

Health & wellbeing benefits

Parental Leave benefits

Job summary

Invesco seeks a senior institutional business development leader to drive client coverage across the northeast U.S. The role partners with regional leadership to execute strategic priorities, balancing business development with client servicing for public, corporate, and nonprofit assets.

Ideal candidates bring 10+ years in institutional roles, strong relationships in the region, and FRNRA licenses; CFA/CAIA are a plus. Hybrid work with active in-office client engagement is expected.

Qualifications

• 10+ years in institutional client-facing roles.
• Strong relationships in the northeast US preferred.
• Experience with sponsors, consultants, and competitors.

Responsibilities

• Lead business development and client servicing for institutional clients in the territory.
• Collaborate with MDs and sales teams to execute plans.
• Understand asset owners' structures and investment priorities.
• Coordinate requests and ensure timely responses.

Skills

Institutional client-facing experience

Relationship management

Team mentoring

Sales planning / execution

Multitasking / prioritization

Tools

FINRA Series 7, 63

Job description

About InvescoAs one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.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 offHybrid work schedule401(K) matching of 100% up to the first 6% with a discretionary supplemental contributionHealth & wellbeing benefitsParental Leave benefitsEmployee stock purchase planJob DescriptionAbout the RoleThis individual will help lead institutional business development and client coverage efforts across the northeast US, focusing on public, corporate, and nonprofit organizations with approximately $3-20b in assets. The Director will work closely with the Regional Head to develop the team's strategic priorities; and they will work closely with the Client Service Manager, Associate and Analyst to implement those priorities. Working together as one team, they will aim to align Invesco's best capabilities with our clients' most pressing needs.Responsibilities of the RoleLead 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 unitsProactively build our understanding of each asset owner’s organizational structure, decision-making authority, and investment prioritiesExecute 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 servicesEstablish and maintain regular communication with asset owners in your territoryCoordinate client requests promptly and accuratelyRequirements of the Role:10+ years of experience in institutional client-facing roles with a preference for candidates with existing institutional relationships in the northeast U.S.Must reside in the region (strong preference for NYC) to maintain in-person coverage of clients/prospects across the territoryFinancial services / investment management experience with knowledge of institutional ecosystem, sponsors, consultants, and competitorsExperience raising closed-end funds (ideally real estate or private credit)Team-oriented, open-minded, flexible, willing to listen to other people’s opinions and proactively share your ownDesire to mentor Analyst and Associate-level teammatesAbility to navigate multiple work streams and manage competing priorities while possessing the awareness to be able to focus on the most important priorities.FINRA Series 7, 63 requiredCFA and/or CAIA designations a plusThe salary range for this position in New York, NY is $220K - $225K Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and locationFull Time / Part TimeFull timeWorker TypeEmployeeJob Exempt (Yes / No)YesWorkplace ModelPursuant 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. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.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.