What are the responsibilities and job description for the Director, Team North, NAI position at Invesco?
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.
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:
About the Role
This individual will help lead institutional business development and client coverage efforts across the northeast US, focusing on public, corporate, and nonprofit organizations with approximately $3-20b in assets. The Director will work closely with the Regional Head to develop the team's strategic priorities; and they will work closely with the Client Service Manager, Associate and Analyst to implement those priorities. Working together as one team, they will aim to align Invesco's best capabilities with our clients' most pressing needs.
Responsibilities Of The Role
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.
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.
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
About the Role
This individual will help lead institutional business development and client coverage efforts across the northeast US, focusing on public, corporate, and nonprofit organizations with approximately $3-20b in assets. The Director will work closely with the Regional Head to develop the team's strategic priorities; and they will work closely with the Client Service Manager, Associate and Analyst to implement those priorities. Working together as one team, they will aim to align Invesco's best capabilities with our clients' most pressing needs.
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
- 10 years of experience in institutional client-facing roles with a preference for candidates with existing institutional relationships in the northeast U.S.
- Must reside in the region (strong preference for NYC) to maintain in-person coverage of clients/prospects across the territory
- Financial services / investment management experience with knowledge of institutional ecosystem, sponsors, consultants, and competitors
- Experience raising closed-end funds (ideally real estate or private credit)
- Team-oriented, open-minded, flexible, willing to listen to other people’s opinions and proactively share your own
- Desire to mentor Analyst and Associate-level teammates
- Ability to navigate multiple work streams and manage competing priorities while possessing the awareness to be able to focus on the most important priorities.
- FINRA Series 7, 63 required
- CFA and/or CAIA designations a plus
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.
Salary : $220,000 - $225,000