Softcard (acquired by Google)

Director – Consultant Relations

Softcard (acquired by Google)

full-time

Posted on:

Location Type: Hybrid

Location: Seattle • Arizona • California • United States

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Salary

💰 $200,000 - $225,000 per year

Job Level

Lead

About 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
  • Coordinating with Sales team to achieve our organic AUM and revenue growth targets with institutional investors

Requirements

  • A strong network of relationships with top consultant firms 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
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
manager due diligenceportfolio analyticsportfolio constructioncapital marketsinvestment capabilitiesinvestment vehiclesRFPAUM growthrevenue growth
Soft Skills
relationship buildingcollaborationconsultative salesclient-centric approachtrust-based relationshipscommunicationleadership
Certifications
CFACAIAMBASeries 7Series 63