Institutional Client Service Jobs Near Me

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.

About the Role

This 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. Territory coverage for this role is central US (IA, NE,IL, ND, SD, KY,OH,MI, WI, KS,MO, MN) and mostly consists of mid-large plans / asset pools between $3 - 10 billion.

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:

• 5 -10 years of institutional sales / analyst experience with a preference for candidates with existing institutional asset owner relationships in the Central U.S.
• Financial services / investment management experience with knowledge of institutional ecosystem, sponsors, consultants, and competitors
• Understanding of investment instruments and their relevance across various plan and client types
• Exceptional teammate, open-minded, flexible, willing to listen to other people's opinions and proactively share your own
• Ability to navigate multiple work streams and manage competing priorities
• Creative problem-solving skills
• FINRA Series 3, 7, 63, and 65
• CFA or demonstrated progress toward the designation

The salary range for this position is $125,000 - $150,000/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

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. 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.