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MD, Insurance Relationship Mgmt

Non Office - United States

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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 you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your Role:

The Managing Director, Insurance Relationship Management, is tasked with developing close relationships and dialogue with key decision makers within channel and area of responsibility (insurance General Accounts), and capitalizing on these client relationships to provide the best possible solutions and ensure Invesco’s success. Continue building long-standing trusted partnerships with clients that maximize long-term holdings of Invesco products and services.

You will be responsible for:

  • Relationship management- maintains and enhances relationships with existing clients.  Promotes investment capability sales across the spectrum through frequent client meetings and discussions covering investment strategy, performance, new products, and market developments.
  • Demonstrate deep knowledge of insurance asset management ecosystem in all interactions with both insurance allocators and internal partners
  • Establish, build, and sustain valuable client relationships through idea generation, which positions Invesco as a trusted partner.
  • Evaluate and size relationship potential and determine match with Invesco capabilities.
  • Attain thorough understanding of existing client’s strategy, industry position and success drivers, to support strategic recommendations.
  • Works closely with existing clients, Invesco Investment Centers, and client service/product management personnel.
  • Fully understand and communicate and existing client needs.
  • Demonstrate deep knowledge of Invesco’s product offerings and solutions that address current client needs. 
  • Identify, pursue and win additional key priority business with existing clients
  • Record/document all communications/activities to create an “institutional” memory of each client/relationship.

The experience you bring:

  • Bachelor's degree required, Masters preferred
  • 8+ years of experience within the Asset Management industry / 3+ years working directly with General Account insurance allocators
  • A strong sales background with knowledge of both public and private markets products
  • Series 7, 3, 63 and 65 or 66 required within 120 days of employment
  • Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results.
  • Hands-on experience working directly with insurance investors and decision makers on insurance general account portfolios
  • Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills.
  • Proven ability to develop and execute on a strategic business plan, including effective client segmentation, resource allocation, internal network relationship building, and the effective deployment of internal stakeholders.
  • Exceptional public speaking capability maximizing Invesco’s partnership opportunities with top tier clients.
  • A strong history of identifying and gaining an audience with key investment decision-makers and influencers.
  • A deep understanding of the competitive landscape and technical details regarding the General Account business.

This position is Remote and the Invesco workplace model will not apply

The salary range for this position in New York City is $200,000to $270,000/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

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 three days a week, with two days working outside an Invesco office. 

What’s in it for you?

 

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: 

  • Flexible paid time off

  • Hybrid work schedule 

  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution 

  • Health & wellbeing benefits 

  • Parental Leave benefits 

  • Employee stock purchase plan

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.

Invesco's 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 U.S. state and federal laws governing non-discrimination in employment.

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Job Profile

Regions

North America

Countries

United States

Restrictions

Invesco workplace model does not apply Remote only

Tasks
  • Develop client relationships
  • Document client communications
  • Evaluate client needs
  • Promote investment capabilities
Skills

Asset management Client Engagement Client Segmentation Interpersonal Investment Management Investment Strategy Presentation Public speaking Relationship Management Resource Allocation Sales Series 7 Strategic planning

Experience

8 years

Education

Bachelor's Master's

Certifications

Series 3 Series 63 Series 65 Series 66 Series 7

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9