Director – Consultant Relations

Softcard (acquired by Google)

. 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 .

Posted 3/10/2026full-timeSeattle • Arizona, California, Colorado, Washington • 🇺🇸 United StatesLead💰 $200,000 - $225,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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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