Director, Consultant Relations

Invesco
New York, Denver, Atlanta
Workplace: HybridFull timeUSD 200,000 - 225,000 annuallyFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: mastersSkills: ["Relationship building","Consultative communication","Client focus","Strategic planning","Due diligence"]

Lead Invesco’s Institutional Consultant Relations efforts by partnering with Managing Directors to drive consultant research engagement, buy ratings, OCIO allocations, and new institutional mandates. Build trust-based relationships with consultant research teams, coordinate research agendas and due diligence, and align investment teams on ratings, RFPs, assets-at-risk, and industry trends. Work closely with Sales to support organic AUM and revenue growth, while representing the “Voice of Consultants” internally.

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Invesco
Invesco
2 months ago

Director, Consultant Relations

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Job Summary

Lead Invesco’s Institutional Consultant Relations efforts by partnering with Managing Directors to drive consultant research engagement, buy ratings, OCIO allocations, and new institutional mandates. Build trust-based relationships with consultant research teams, coordinate research agendas and due diligence, and align investment teams on ratings, RFPs, assets-at-risk, and industry trends. Work closely with Sales to support organic AUM and revenue growth, while representing the “Voice of Consultants” internally.
Location: New York, Denver, Atlanta
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Director level

Key Responsibilities

  • •Partner with Managing Directors to execute the strategic plan with investment consultants, focusing on buy ratings, OCIO allocations, and new institutional mandates.
  • •Align consultant research priorities with Invesco capabilities to elevate brand awareness and deepen relationships.
  • •Lead research engagement for strategies being newly rated, upgraded, or maintained, delivering an industry-leading due diligence experience for consultant teams.
  • •Collaborate with investment teams to maintain alignment on current ratings, opportunity pipeline, RFPs, assets-at-risk, search activity, and industry trends.
  • •Coordinate with Sales to support organic AUM and revenue growth targets with institutional investors while sharing consultant insights internally.
Travel: Extensive travel

Pay and Benefits

Salary: USD 200,000 - 225,000 annually
Equity and Bonus:Equity
Perks:Health Insurance401kParental LeaveEquity

Key Requirements

  • •10+ years of experience working with institutional consultants and/or clients.
  • •Exceptional investment acumen with expertise in manager due diligence, portfolio analytics, portfolio construction, and capital markets.
  • •Expert sales discipline with a proven consultative, client-centric sales process.
  • •Strong working knowledge across investment capabilities and vehicles including separate accounts, collective trusts, mutual funds, ETFs, and private placements.
  • •Series 7 and 63 are required.
Experience:10+ yearsInstitutional investingCapital markets
Education:Master's
Skills:Relationship buildingConsultative communicationClient focusStrategic planningDue diligence
Licenses:Series 7Series 63
Certifications:CFACAIA

Company Brief

Invesco
Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Atlanta, United States
Founded: 1935
WebsiteLinkedIn