Director, Taft-Hartley Institutional Sales

Invesco Ltd.

3d • $220,000 - $225,000 • Hybrid

About The Position

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.

Requirements

• 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

Nice To Haves

• CFA, CAIA, or demonstrated progress toward an investment-related designation preferred

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed