VP Director, Institutional Sales
Job Summary
As one of the worlds 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 youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.
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:
Generous annual leave plus flexible paid time off
Hybrid work schedule
Learning and development programs
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan (if applicable in your region)
Key Responsibilities / Duties
Institutional Account Management and Client Service
- Serve as a primary point of contact for institutional clients delivering a high standard of client service and account management.
- Manage the full client lifecycle including onboarding account maintenance ongoing servicing and reporting coordination.
- Develop and maintain strong relationships with clients and key internal stakeholders to ensure a seamless client experience.
Client Relationship Management and Business Retention
- Partner with Sales and Product teams to support client meetings investment reviews due diligence processes and ongoing relationship management activities.
- Contribute to the retention expansion and successful management of existing mandates through proactive client engagement.
- Coordinate the preparation and delivery of client reporting presentations and other client-related communications.
Onboarding and Cross-Functional Coordination
- Lead onboarding activities for new mandates including documentation account opening legal coordination and project management.
- Oversee account administration activities including subscriptions redemptions distributions and client data management.
- Collaborate closely with Operations Reporting Legal & Compliance Technology and other relevant teams to ensure efficient execution of client-related activities.
Team Leadership and Business Process Improvement
- Contribute to team development mentoring and organizational effectiveness through leadership and collaboration.
- Identify and drive process improvement initiatives to enhance scalability efficiency risk management and service quality.
- Lead or participate in strategic projects aimed at strengthening Invescos institutional client service platform.
Work Experience / Knowledge / Education / Formal Qualifications
Work Experience / Knowledge
- Minimum 10 years of experience within the asset management or broader financial services industry.
- Strong knowledge of investment products asset management operations and institutional investor business practices.
- Experience in client service account management product management institutional sales support or related functions at an asset management company trust bank securities firm insurance company or other financial institution.
- Proven experience working directly with institutional investors including public pension funds corporate pension funds financial institutions and other professional investors.
- Experience in institutional sales product management middle-office functions fund administration or business management would be advantageous.
- Ability to operate effectively in a global environment including participation in meetings and written communication in English.
Formal Education
- Bachelors degree required; advanced degree preferred.
License / Registration / Certification:
- CMA CFA CAIA or other relevant professional qualifications would be advantageous.
Skills / Other Personal Attributes
Skills / Other Personal Attributes
- Strong understanding of financial markets asset management products and institutional investor requirements.
- Excellent communication stakeholder management and relationship-building skills.
- Strong project management and organizational capabilities with the ability to manage multiple priorities simultaneously.
- Proven problem-solving ability and a proactive mindset toward continuous improvement.
- Demonstrated leadership collaboration and influence across multiple functions and regions.
- High attention to detail accuracy and client focus.
- Proficiency in Microsoft Excel PowerPoint and Word.
- Business-level English communication skills (written and verbal).
At Invesco our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week with one day working outside an Invesco office.
Invescos 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 local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance job applicants have a right to request access to and to request correction of Personal Data in relation to the application. If job applicants wish to exercise these rights they should contact the Human Resources department.
Required Experience:
Exec
About Company
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies, ... View more