Director, Taft-Hartley Institutional Sales

Invesco
New York
Workplace: OnsiteFull timeUSD 220,000 - 225,000 annuallyFunction: SalesExperience: 10+ yearsSkills: ["Relationship building","Client-focused communication","Territory sales management","Organizational skills","Creative problem-solving"]

Lead business development and relationship management for Taft-Hartley clients and prospects within an assigned territory. Build credibility with trustees, investment committee members, plan professionals, and consultants by translating complex investment topics into clear, practical guidance. Own sales planning and pipeline execution, participate in board and committee meetings, and coordinate internal resources to deliver value-added investment insights across public markets, private markets, fixed income, liquidity, and defined contribution offerings.

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Invesco
Invesco
3 days ago

Director, Taft-Hartley Institutional Sales

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Job Summary

Lead business development and relationship management for Taft-Hartley clients and prospects within an assigned territory. Build credibility with trustees, investment committee members, plan professionals, and consultants by translating complex investment topics into clear, practical guidance. Own sales planning and pipeline execution, participate in board and committee meetings, and coordinate internal resources to deliver value-added investment insights across public markets, private markets, fixed income, liquidity, and defined contribution offerings.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Director level

Key Responsibilities

  • •Lead business development and client relationship management for Taft-Hartley clients and prospects in the assigned territory.
  • •Build and deepen relationships across trustees, investment committee members, plan professionals, and consultants.
  • •Execute territory sales plans by identifying client needs, prioritizing opportunities, managing the sales pipeline, and coordinating internal resources.
  • •Prepare for and participate in board, trustee, consultant, and investment committee meetings, including presenting capabilities, performance updates, and recommendations.
  • •Maintain proactive communication to support asset retention and new business development, and coordinate follow-through on reporting, data, and due diligence items.

Pay and Benefits

Salary: USD 220,000 - 225,000 annually
Schedule:4-Day Week
Perks:Paid Leave401k MatchingHealth InsuranceParental LeaveEquity

Key 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.
  • •FINRA Series 3, 7, 63, and 65, or ability to obtain required registrations within an agreed-upon timeframe.
Experience:10+ yearsInstitutional salesInvestment managementTaft-Hartley marketplace
Skills:Relationship buildingClient-focused communicationTerritory sales managementOrganizational skillsCreative problem-solving
Certifications:FINRA Series 3FINRA Series 7FINRA Series 63FINRA Series 65CFACAIA

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