Invesco Global Asset Management Inc

Director, Consultant Relations

Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Strong network with top consultant firms preferred, particularly Taft Hartley plan sponsors.
  • Exceptional investment acumen in due diligence, portfolio analytics, and capital markets.
  • Expertise in a consultative, client-centric sales discipline.
  • Comprehensive knowledge of various investment vehicles (mutual funds, ETFs, etc.).
  • Minimum of 10 years of experience with institutional clients or consultants.
  • Willingness to travel approximately 50% of the time.
  • CFA, CAIA, MBA, or similar accreditation preferred, but not required.

Responsibilities

  • Serve as a high-performance culture example to ensure effective consultant engagement.
  • Align consultant research priorities with Invesco's capabilities to enhance brand awareness.
  • Maintain and build relationships with major investment consultants and lead efforts with other firms.
  • Set the research agenda for prioritized investment strategies and deliver top-notch due diligence experiences.
  • Collaborate with the Taft Hartley team to strengthen relationships as needed.
  • Cultivate trust-based relationships with all levels of consultant research teams.
  • Ensure alignment on current ratings, RFPs, and industry trends by working with investment teams.
  • Represent the voice of Consultants at Invesco by sharing insights with internal stakeholders.

Benefits

  • Flexible paid time off.
  • Hybrid work schedule.
  • 401(K) matching of 100% up to the first 6% with discretionary contributions.
  • Health and wellbeing benefits.
  • Parental Leave benefits.
  • Employee stock purchase plan.
Full Job Description
Job Description

The role:

Our Institutional Consultant Relations Team is looking for a Director, Consultant Relations to partner with the team of Managing Directors, Consultant Relations in executing our strategic plan with investment consultants. The role entails a critical focus on engaging with the research teams of our most significant consultant relationships to help achieve buy ratings, OCIO platform allocations, and new institutional mandates. Our Consultant Relations team establishes indispensable partnerships with consultants by delivering Invesco's full-range of investment capabilities to drive industry-leading institutional success. The team serves as a critical "Voice of Consultants" for Invesco to help keep our consultants, and their clients, at the center of everything we do.

This person will also partner with our Taft Hartley Sales team to assist in business development and client service efforts.

Responsibilities of the role:
  • Serving as an example to others of a high-performance culture, both internally and externally, to ensure a strong pace of execution for our consultants.
  • Aligning our consultants' research priorities with Invesco's leading capabilities to elevate our brand awareness and deepen our relationships with consultants.
  • Partnering with our Managing Directors, Consultant Relations to maintain and build relationships with some of our largest investments consultants, while leading the full effort on a few additional firms.
  • Collaborating with the MD's to set the research agenda for prioritized strategies as well as lead research engagement for investment strategies to be newly rated, upgraded or maintained by delivering an industry-leading due diligence experience for Consultant research teams.
  • Partnering with our Taft Hartley team to maintain and build relationships where needed across the country.
  • Cultivating strong, trust-based relationships with consultant research teams at all levels (leadership, analysts, operational due diligence, etc.)
  • Collaborating seamlessly with investment teams to ensure ongoing alignment of current ratings, opportunity pipeline, RFP's, assets-at-risk, search activity and industry trends.
  • Maintaining key intelligence on each consulting firms' research priorities by engaging with research staff directly, reviewing Capital Market Assumptions, manager search reports and other relevant intel to help set our research agenda.
  • Credibly representing the voice of Consultants at Invesco, from a consultant research perspective. The Director will ensure frequent consultant insights (e.g. meeting notes, conference insights, whitepapers, etc.) are shared with key internal stakeholders to elevate our shared knowledge and ability to deliver value for consultants and their institutional clients.
  • Coordinating with Sales team to achieve our organic AUM and revenue growth targets with institutional investors.


Requirements of the role:
  • A strong network of relationships with top consultant firms is preferred. And Taft Hartley plan sponsors is preferred.
  • Exceptional investment acumen, with strong expertise in manager due diligence, portfolio analytics, portfolio construction, and capital markets.
  • Expert sales discipline, with a proven history of a consultative, client-centric sales process.
  • Strong working knowledge across a full range of investment capabilities and various investment vehicles (separate accounts, collective trusts, mutual funds, ETF's, private placements, etc.)
  • 10+ years of experience with institutional consultants and/or clients.
  • Willingness to travel approximately 50% of the time.
  • CFA, CAIA, MBA or similar accreditations (or progress toward) is preferred, but not required.
  • Series 7 and 63 required.


The salary range for this position is $200,000 to $225,000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

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.

About Invesco Global Asset Management Inc

Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, with additional branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York stock exchange. Invesco operates under the Invesco, Trimark, Invesco Perpetual, WL Ross & Co and Powershares brand names.
Learn more about Invesco Global Asset Management Inc
Size
8,549 employees
Market Cap
$8.2 billion
Industry
Net Income
$761.6 million
Founded
1935
5 Year Trend
+7.8%
Revenue
$6.1 billion
NASDAQ

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