Director, Team North, NAI

1200 Invesco Advisers, Inc.; United States; Hybrid; USD 220,000 - 225,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 100% up to 6% +补

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco seeks a Director to lead institutional business development and client coverage across the northeast US, focusing on public, corporate, and nonprofit clients with assets from $3–20B. You will partner with the Regional Head to set priorities and work with Client Service, Associate and Analyst teams to deliver tailored solutions.

The role requires 10+ years in institutional client-facing roles, strong regional presence (NYC preferred), and knowledge of the institutional ecosystem.

Qualifications

• 10+ years in institutional client-facing roles with Northeast U.S. relationships.
• Must reside in the region (NYC preferred) for in-person coverage.
• Experience with closed-end funds, real estate or private credit is a plus.

Responsibilities

• Lead institutional business development and client servicing in the Northeast region.
• Collaborate with MD, Consultant Relations, DC and Global Liquidity teams to implement sales plans.
• Analyze asset owners’ structure and priorities; tailor value-added services.
• Maintain regular communication with asset owners and coordinate client requests.

Skills

Institutional sales

Client relationship mgmt

FINRA Series 7/63

CFA/CAIA a plus

Job description

About Invesco

As 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 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

Job Description

About the Role

This 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 Role

• 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 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 territory
• Financial services / investment management experience with knowledge of institutional ecosystem, sponsors, consultants, and competitors
• Experience 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 own
• Desire to mentor Analyst and Associate-level teammates
• Ability 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 required
• CFA and/or CAIA designations a plus

The 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 location.

Additional Details

• Full Time / Part Time Full time
• Worker Type Employee
• Job 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.

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.

As 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.