Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)

Invesco
New York
Workplace: HybridFull timeUSD 240,000 - 260,000 annuallyFunction: Executive & General ManagementSkills: ["Leadership","Stakeholder management","Governance","Risk management"]

Lead the technology domain supporting wealth platforms, including model portfolios and separately managed accounts (SMAs) across equities and fixed income. Own both delivery and architecture for portfolio construction, customization, and distribution across advisors and platforms. Guide subordinate leaders while partnering with investment, distribution, and product teams to deliver scalable, data-driven solutions powered by Snowflake and AI, including governance, risk management, and third-party integrations.

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Invesco
Invesco
1 month ago

Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)

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Last checked: 9 hours agoStatus: Live

Job Summary

Lead the technology domain supporting wealth platforms, including model portfolios and separately managed accounts (SMAs) across equities and fixed income. Own both delivery and architecture for portfolio construction, customization, and distribution across advisors and platforms. Guide subordinate leaders while partnering with investment, distribution, and product teams to deliver scalable, data-driven solutions powered by Snowflake and AI, including governance, risk management, and third-party integrations.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Lead end-to-end technology strategy and execution for model portfolios, SMAs, and custom investment solutions across the wealth channel.
  • •Manage and develop subordinate leaders and teams delivering advisor-facing and portfolio construction platforms.
  • •Drive architecture for portfolio construction, model management, and distribution platforms integrated with advisor and custodian ecosystems.
  • •Build and scale data platforms leveraging Snowflake to unify portfolio, client, market, and performance data across wealth workflows.
  • •Enable advanced analytics and AI-driven capabilities for client personalization, portfolio optimization, and advisor insights, including governance, risk management, and compliance.

Pay and Benefits

Salary: USD 240,000 - 260,000 annually
Perks:Paid LeaveHybrid Work401kHealth InsuranceParental LeaveEquity

Key Requirements

  • •Extensive experience leading technology organizations within wealth management or asset management environments.
  • •Deep expertise in wealth technology platforms, including model portfolio systems, SMA platforms, and advisor workflows.
  • •Strong understanding of custom model portfolios and separately managed accounts (SMAs), including portfolio construction, customization, and tax-aware strategies.
  • •Experience supporting investment strategies across equities and fixed income, including multi-asset portfolio construction and asset allocation.
  • •Proven experience implementing Snowflake (or similar cloud-based data platforms) and leveraging AI and advanced analytics for personalization and portfolio insights.
Experience:Wealth managementAsset management
Skills:LeadershipStakeholder managementGovernanceRisk management
Tech Stack:SnowflakeAI

Company Brief

Invesco
Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Atlanta, United States
Founded: 1935
WebsiteLinkedIn