Director, Taft-Hartley Institutional Sales

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.

Ideal Candidate Profile

• A commercially minded relationship builder with a deep understanding of the Taft-Hartley market and the ability to establish credibility with trustees, consultants, plan professionals, and internal partners
• A confident communicator who is comfortable in boardroom settings and can translate complex investment topics into clear, practical language for diverse trustee audiences
• A disciplined territory manager who can identify opportunities, manage a sales pipeline, prioritize high-value relationships, and consistently follow through across both new business and existing client needs
• A collaborative teammate who can leverage the broader institutional platform, coordinate internal resources effectively, and bring the right specialists into client and consultant conversations
• A client-focused professional who is responsive, organized, proactive, and able to represent Invesco with professionalism, sound judgment, and confidence in front of sophisticated institutional audiences

Key Responsibilities

• Lead business development and client relationship management efforts for Taft-Hartley clients and prospects within the assigned territory
• Build, maintain, and deepen relationships with trustees, investment committee members, plan professionals, consultants, and other influencers across the Taft-Hartley ecosystem
• Develop a clear understanding of each plan’s governance structure, decision-making process, consultant relationships, funding status, investment objectives, and service expectations
• Execute territory sales plans by identifying client needs, prioritizing opportunities, managing the sales pipeline, coordinating internal resources, and delivering value-added investment insights
• Prepare for and participate in board, trustee, consultant, and investment committee meetings, including presenting investment capabilities, performance updates, market perspectives, and client-specific recommendations
• Maintain proactive communication with clients, prospects, consultants, and internal partners to support relationship continuity, asset retention, and new business development
• Coordinate client and consultant requests in a timely and accurate manner, ensuring follow-through on reporting, data, meeting materials, due diligence items, and other service needs
• Partner with internal teams to position investment solutions across public markets, private markets, fixed income, liquidity, and defined contribution offerings where appropriate for Taft-Hartley plans

 

Qualifications

• 10+ years of institutional sales, client service, consultant relations, or investment-related experience, preferably with direct exposure to the Taft-Hartley marketplace
• Demonstrated ability to build trusted relationships with trustees, investment committees, consultants, plan professionals, and institutional decision-makers
• Strong understanding of multiemployer plan governance, fiduciary considerations, consultant influence, board dynamics, and trustee communication needs
• Knowledge of institutional asset management, plan sponsors, consultants, competitors, and investment strategy positioning
• Understanding of investment instruments and their relevance across defined benefit, defined contribution, liquidity, and other institutional asset pools
• Ability to translate complex investment concepts, performance results, and market developments into clear, practical language for trustee and committee audiences
• Collaborative, flexible, and team-oriented approach, with a willingness to listen to other perspectives and proactively share ideas
• Strong organizational skills with the ability to manage multiple work streams, prioritize competing demands, and maintain consistent follow-through
• Creative problem-solving skills and a client-first mindset
• FINRA Series 3, 7, 63, and 65, or ability to obtain required registrations within an agreed-upon timeframe
• CFA, CAIA, or demonstrated progress toward an investment-related designation preferred

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

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. 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.