Taft-Hartley Institutional Sales and Client Relationship Manager – Taft-Hartley Market

Job Description

Director, Taft-Hartley Institutional Sales | Invesco

The Tone:
This is a full-time role at Invesco, located in New York, NY. Invesco is a leading independent global investment firm dedicated to rethinking possibilities for clients by delivering distinctive investment management capabilities and a wide range of investment strategies. This role is crucial for leading business development and client relationship management efforts within the specialized Taft-Hartley market, ensuring Invesco effectively serves these institutional clients and expands its footprint. The ideal candidate will be a commercially minded relationship builder capable of translating complex investment topics into clear, practical language for diverse trustee audiences.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – New York, NY
• Pay: $220000–$225000 yearly
• Mission: This role leads institutional sales and client relationship management within the Taft-Hartley market for Invesco.

What You’ll Actually Do
• Lead business development and client relationship management for Taft-Hartley clients and prospects within an assigned territory.
• Build, maintain, and deepen relationships with trustees, investment committee members, plan professionals, and consultants across the Taft-Hartley ecosystem.
• Develop a clear understanding of each plan’s governance structure, decision-making process, funding status, and investment objectives.
• Prepare for and participate in board, trustee, consultant, and investment committee meetings, presenting investment capabilities and recommendations.
• Partner with internal teams to position investment solutions across public markets, private markets, fixed income, liquidity, and defined contribution offerings.

The Must-Haves
• Background: Director-level professional with a deep understanding of the Taft-Hartley market, multiemployer plan governance, fiduciary considerations, and institutional asset management.
• Experience: 10+ years of institutional sales, client service, consultant relations, or investment-related experience, preferably with direct exposure to the Taft-Hartley marketplace.
• Skills: Demonstrated ability to build trusted relationships with institutional decision-makers; Strong understanding of multiemployer plan governance, board dynamics, and trustee communication needs; Knowledge of institutional asset management, plan sponsors, consultants, competitors, and investment strategy positioning; Ability to translate complex investment concepts into clear, practical language for trustee audiences; FINRA Series 3, 7, 63, and 65, or ability to obtain required registrations within an agreed-upon timeframe.
• Bonus: CFA, CAIA, or demonstrated progress toward an investment-related designation preferred.