Director, Taft-Hartley Institutional Sales
invesco
Job description
About the role
Invesco is seeking a seasoned Director to lead its Taft‑Hartley institutional sales efforts. You will be responsible for building and deepening relationships with trustees, consultants, and plan professionals across the assigned territory, delivering investment insights and driving new business growth.
Key responsibilities
- Lead business development and client relationship management for Taft‑Hartley clients and prospects.
- Build, maintain, and deepen relationships with trustees, investment committee members, plan professionals, and consultants.
- Understand each plan’s governance, decision‑making process, funding status, and investment objectives.
- Execute territory sales plans, manage the pipeline, prioritize opportunities, and coordinate internal resources.
- Prepare and present investment capabilities, performance updates, market perspectives, and client‑specific recommendations in board and committee meetings.
- Maintain proactive communication to ensure relationship continuity and asset retention.
Required profile
- Commercially minded relationship builder with deep knowledge of the Taft‑Hartley market.
- Confident communicator able to translate complex investment topics for diverse trustee audiences.
- Disciplined territory manager who can identify opportunities and follow through on both new and existing business.
- Collaborative teammate who leverages the broader institutional platform and coordinates internal specialists.
- Client‑focused professional who is responsive, organized, and represents Invesco with professionalism.
Required skills
What we offer
- Flexible paid time off and hybrid work schedule.
- 401(k) matching up to 6% plus discretionary supplemental contribution.
- Health and wellbeing benefits, parental leave, and employee stock purchase plan.
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Published 3 weeks ago
Expires 1 month from now
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