Invesco
Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)
New York, New York · Director · Part-time
Sponsorship not specified$240k-$260kDetected 13 days ago
SnowflakeCompliance
About the role
- You will oversee both delivery and architecture for solutions that enable portfolio construction, customization, and distribution across advisors and platforms.
- This role requires strong expertise in wealth technology, including model portfolio ecosystems, SMA platforms, and advisor workflows.
- Leading the end-to-end technology strategy and execution for model portfolios, SMAs, and custom investment solutions across the wealth channel
Responsibilities
- You will lead through subordinate managers while partnering with investment, distribution, and product teams to deliver scalable, data-driven solutions powered by Snowflake and AI.
- Experience leveraging AI and advanced analytics to deliver client personalization, portfolio insights, or advisor productivity solutions
- Proven experience implementing Snowflake or similar cloud-based data platforms to support investment analytics, reporting, and personalization
- Proven ability to lead managers and senior engineers in a complex, global organization
- These solutions leverage open architecture, advanced analytics, and centralized technology platforms to deliver scalable, client-centric investment outcomes.
- The technology organization supports this ecosystem through modern cloud, data, and AI capabilities that enable personalization at scale across the wealth management landscape.
- As Director, Solutions & Custom Strategies Technology, you will lead the technology domain supporting wealth platforms, model portfolios, and SMA capabilities across equities and fixed income.
Requirements
- Ability to influence senior stakeholders across investment, product, and distribution organizations
- Strong understanding of custom model portfolios and separately managed accounts (SMAs), including portfolio construction, customization, and tax-aware strategies
Skills
- Translating business strategy into scalable technology and data roadmaps supporting growth in managed accounts and model-based solutions
- Ensuring strong governance, risk management, and regulatory compliance across managed accounts and advisory platforms
- Driving integration with third-party platforms, including custodians, trading systems, and portfolio management tools
- Strong understanding of portfolio modeling, asset allocation frameworks, and performance analytics
- Strong cloud engineering and architecture experience, including integration of front-, middle-, and back-office systems
Compensation
- The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location
Benefits
- Flexible paid time off
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
Visa & Work Authorization
- ard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status
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