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Dir, Institutional Rel Mgmt

CFA Society Atlanta Inc. - Atlanta, GA

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Job Description

Dir, Institutional Rel Mgmt page is loadedDir, Institutional Rel MgmtApply locations Atlanta, Georgia time type Full time posted on Posted 4 Days Ago job requisition id R-11158About 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 ver y 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 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. This individual will need to work collaboratively with the territory’s Managing Director and other institutional colleagues to bring the most appropriate products and services to our client audience. The target market for this role is concentrated in the Southern U.S. and mostly consists of mid-large plans / asset pools between $3 – 10 billion.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:5+ years of institutional sales / analyst experienceClient relationship management experienceFinancial services / investment management experience with knowledge of institutional ecosystem, sponsors, consultants, and competitorsUnderstanding of investment instruments and their relevance across various plan and client typesExceptional teammate, open-minded, flexible, willing to listen to other people’s opinions and proactively share your ownAbility to navigate multiple work streams and manage competing prioritiesCreative problem-solving skillsFINRA Series 3, 7, 63, and 65CFA or demonstrated progress toward the designationFull 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 vesco'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.About UsAs one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco. #J-18808-Ljbffr

Created: 2025-09-17

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