Director, Team North, NAI

Invesco
United States, New York
Workplace: OnsiteFull timeUSD 220,000 - 225,000 annuallyFunction: Executive & General ManagementExperience: 10+ yearsSkills: ["Team-oriented","Relationship management","Mentoring","Organizational skills","Prioritization"]

Lead institutional business development and client coverage for public, corporate, and nonprofit organizations across the northeast U.S., partnering with regional leadership and internal sales and consultant teams to set strategic priorities. Build relationships with asset owners, understand organizational decision-making, execute territory sales plans, coordinate client requests, and maintain regular communication. The role also supports and mentors Analyst and Associate-level teammates.

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Invesco
Invesco
2 days ago

Director, Team North, NAI

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Last checked: 2 hours agoStatus: Live

Job Summary

Lead institutional business development and client coverage for public, corporate, and nonprofit organizations across the northeast U.S., partnering with regional leadership and internal sales and consultant teams to set strategic priorities. Build relationships with asset owners, understand organizational decision-making, execute territory sales plans, coordinate client requests, and maintain regular communication. The role also supports and mentors Analyst and Associate-level teammates.
Location: United States, New York
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Lead business development and client servicing for institutional clients within the coverage territory in collaboration with internal leadership and teams.
  • •Proactively build understanding of asset owners’ organizational structure, decision-making authority, and investment priorities.
  • •Execute territory sales plans by continuously evaluating client needs and providing value-added services through organized relationship management.
  • •Establish and maintain regular communication with asset owners across the territory.
  • •Coordinate client requests promptly and accurately.

Pay and Benefits

Salary: USD 220,000 - 225,000 annually
Perks:Paid LeaveHealth Insurance401kParental LeaveEquity

Key Requirements

  • •10+ years of experience in institutional client-facing roles, with preference for existing institutional relationships in the northeast U.S.
  • •Must reside in the region (strong preference for NYC) to maintain in-person coverage.
  • •Financial services/investment management experience with knowledge of the institutional ecosystem, sponsors, consultants, and competitors.
  • •Experience raising closed-end funds (ideally real estate or private credit).
  • •FINRA Series 7 and Series 63 required (CFA and/or CAIA is a plus).
Experience:10+ years
Skills:Team-orientedRelationship managementMentoringOrganizational skillsPrioritization
Certifications:FINRA Series 7FINRA Series 63CFACAIA

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