MD Head of Instl Rel Mgmt North

Posted 2 Days Ago
Be an Early Applicant
America, AL
235K-285K Annually
Senior level
Fintech • Software • Financial Services
The Role
The role of MD Head of Institutional Relationship Management entails driving new business, maintaining client relationships, and serving institutional clients. Responsibilities include developing sales plans, coordinating client requests, and ensuring effective communication within the territory, which focuses on large pension and asset pools. The individual will collaborate closely with other teams to deliver suitable investment solutions.
Summary Generated by Built In

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your role:

This Managing 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 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 Northeast and mostly consists of large plans / asset pools greater than $10 billion.

You will be responsible for:

  • Lead 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 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

The experience you bring:

  • 10+ years of institutional sales experience
  • Client relationship management 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 3, 7, 63, and 65

The salary range for this position in New York City is $235,000 to $285,000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace 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. 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

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.

The Company
HQ: Wimbledon
522 Employees
On-site Workplace
Year Founded: 2004

What We Do

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.

Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.

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