Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)
$240k - $260kInvesco
About InvescoAs one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.What’s in it for you?Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time offHybrid 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 planJob DescriptionDirector, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)Your TeamThe Solutions & Custom Strategies Technology team partners with Invesco’s wealth and asset management business to deliver scalable, flexible technology solutions supporting model portfolios, separately managed accounts (SMAs), and customized investment strategies. Invesco’s platform enables financial advisors and institutions to deliver personalized equity and fixed income solutions through custom model portfolios and SMAs tailored to client objectives, risk preferences, and tax considerations. 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.Your RoleAs Director, Solutions & Custom Strategies Technology, you will lead the technology domain supporting wealth platforms, model portfolios, and SMA capabilities across equities and fixed income. 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. 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.You Will Be Responsible For:Leading the end-to-end technology strategy and execution for model portfolios, SMAs, and custom investment solutions across the wealth channelManaging and developing subordinate leaders and teams delivering advisor-facing and portfolio construction platformsEnabling the delivery of custom model portfolios and SMA solutions, supporting personalized investment strategies across equities and fixed incomeDriving the architecture of portfolio construction, model management, and distribution platforms integrated with advisor and custodian ecosystemsBuilding and scaling data platforms leveraging Snowflake to unify portfolio, client, market, and performance data across wealth workflowsEnabling advanced analytics, portfolio insights, and personalization through AI-driven capabilities (e.g., client personalization, portfolio optimization, and advisor insights)Translating business strategy into scalable technology and data roadmaps supporting growth in managed accounts and model-based solutionsPartnering with product, distribution, and advisory teams to align technology capabilities with client needs and evolving wealth management trendsEnsuring strong governance, risk management, and regulatory compliance across managed accounts and advisory platformsDriving integration with third-party platforms, including custodians, trading systems, and portfolio management toolsThe Experience You Bring:Extensive experience leading technology organizations within wealth management or asset management environmentsDeep expertise in wealth technology platforms, including model portfolio systems, SMA platforms, and advisor workflowsStrong understanding of custom model portfolios and separately managed accounts (SMAs), including portfolio construction, customization, and tax-aware strategiesExperience supporting investment strategies across equities and fixed income, including multi-asset portfolio construction and asset allocationProven experience implementing Snowflake or similar cloud-based data platforms to support investment analytics, reporting, and personalizationExperience leveraging AI and advanced analytics to deliver client personalization, portfolio insights, or advisor productivity solutionsStrong understanding of portfolio modeling, asset allocation frameworks, and performance analyticsProven ability to lead managers and senior engineers in a complex, global organizationStrong cloud engineering and architecture experience, including integration of front-, middle-, and back-office systemsAbility to influence senior stakeholders across investment, product, and distribution organizationsThe salary range for this position in New York City is $240,000 - $260,000 year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and locationFull Time / Part TimeFull timeWorker TypeEmployeeJob Exempt (Yes / No)YesWorkplace ModelPursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.SummaryLocation: New York, New YorkType: Full time
$170k - $300k
...experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role... ...-quality models with the ability to customize allocations, apply... ...managed accounts (SMAs), CIO-selected thematics... ...application of emerging technologies. The Director will...SuggestedFull timeHome officeFlexible hoursShift work$85k - $110k
...leading sovereign wealth funds, pension... ....MULTI-ASSET SOLUTIONS (MAS)... ..., and manages customized multi-asset solutions... ..., dynamic portfolio rebalancing, risk... ...and commercial strategy across the... ...evaluate operating models, and support... ...modern financial technologies.Salary Range...SuggestedFull timeTemporary workPart timeWorldwide$220k - $235k
...Job Function: Strategy and ExecutionEmployer... ...world value - solutions that work in... ...AI-powered technology and an... ...private equity portfolio companies. The... ...responsibilitiesAs a Director with EY-... ...market, pricing, customer success, product... ...Excel-based modeling, operational diagnostics...SuggestedWork experience placementInterim rolePrivate practiceSummer holidayWork at officeImmediate startFlexible hours3 days per week$250k - $290k
...Job Function: Strategy and ExecutionEmployer... ...world value - solutions that work in... ...AI-powered technology and an... ...private equity portfolio companies. The... ...responsibilitiesAs a Senior Director with EY-... ..., pricing, customer success, product... ...SaaS business models and operating...SuggestedWork experience placementInterim rolePrivate practiceSummer holidayWork at officeFlexible hours3 days per week- ...What team will you be on? The Model Portfolio team within Multi-Asset Strategies & Solutions (MASS) manages a large and growing... ...needs. As the business expands its customization capabilities, the team is investing heavily in technology, quantitative methods, automation...SuggestedFull time
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- ...for the role of Senior Director, Buy-Side Trading Solutions and Client Coverage... ...the BTS go-to-market strategy.Client Coverage & Relationship... ..., heads of trading, portfolio managers, chief... ...execution workflows, technology environments and operating models. Lead discussions...Full timeWorldwideFlexible hours
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...services, advisory and technology for our clients. We... ...Beacon is looking for a Solution Architect to join our... ...'s pod-based delivery model, the Solution Architect... ...architecture and CRE business strategy within Delivery:... ...with Sales and Customer Success during discovery...Full timeLocal areaRemote work- We Are: Accenture Strategy. We empower clients to survive... ...on business and technology. You Are: A strategy consulting... ..., and business models so they can achieve their... ...technology strategy solutions that meet the needs of... ...client profitability, portfolio performance, operating...Live inWork at officeLocal areaFlexible hours
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...emerging platforms. Our portfolio includes some of... ...-driven marketing solutions. We collaborate... ..., creative, and technology teams to deliver meaningful... ..., print, social, custom content,... ...including Sales, Campaign Strategy, Content Studio,... ...our hybrid work model.Benefits (What We...Work at office$240k - $260k
...Director - Portfolio Management Location: New York, NY (in office at least... ...short equity, and multi-factor strategies. Play a central role... ...About Ethic Ethic delivers customized, tax‑smart and values‑... ...in institutional investing, technology, and design. Compensation...Work at officeRemote workShift work3 days per week$200k - $230k
Director IDDSkip to main contentWe... ...and similar technologies on this... ...investment strategies and vehicles... ...Team:**The Wealth Management Platform... ...investment solutions. Focused on... ...Lists and in Models. The team strives... ..., ETFs, SMAs, etc.) and 3... ...portfolio review meetings...Full timePart timeWork at officeHome officeFlexible hours$142k - $214k
Snap Inc is a technology company. We believe the camera presents the... ..., Technical Advertiser Solutions (TAS) to join our team! As a... ...Snap and develop our support strategy with an eye towards growing... ...values, and serve our community, customers and partners better through...Full timeLive inWork at officeLocal area- ...of delighting our customers and empowering... ...the operational strategies that ensure every... ...scaling macro‑level solutions that maximize efficiency... ...'s Convenience portfolio Drive enterprise... ...in a hybrid model and spend a few days... .... We are a technology and logistics company...Hourly payLocal areaFlexible hoursShift work
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...care about. From technology, gaming and entertainment... ...our Creative Strategy team and works... .... As Associate Director, Creative Strategy... ...strategic development of custom integrated... ...across Future's portfolio. You’ll operate across... ...marketing solutions. Beyond responding...Work at office- ...We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between... ...that support flexible portfolio construction, enabling advisors to utilize institutional-quality model...Full timeFlexible hours
- ...ecosystem, accelerates technology innovation... ...business and government customers with responsibly... ...’s security solutions and your customers... ...their business strategy. Strategic Advocacy... ...across the portfolio to promote best practices... ...to a CISO or IT Director. You have an...Immediate startRemote workFlexible hours
$265k - $360k
...nontraditional solutions for companies that... ...and motivated Model Sales and Strategy Lead to join our... ...the U.S. Model Portfolio distribution strategy... ...model for U.S. Wealth Management.... ...Compliance, and Technology . The role serves... ...business (UMA/SMAs, TAMPs, asset management...Home officeFlexible hours- Citi Wealth Studio seeks a Director to lead Portfolio Solutions, interfacing the CIO organization with the Labs teams to design an advanced portfolio construction framework that enhances advisor capabilities and client outcomes. The Director will manage the end-to-end...Home office
$250k
...TechnologyCompany: CitiCiti's COO Technology organization is... ...it.The Head of AI Solutions is a newly created,... ...architect a unified AI strategy, build a world-class engineering... ...a $200M+ technology portfolio spanning some of the... ...platform — reusable models, tooling, guardrails,...Full time$225k - $275k
...Partner to support its Global Client Solutions (GCS) and Wealth Management Solutions (WMS) businesses... ...executing the talent and organizational strategies that support the continued growth and... ..., and evolve their organizational models to support continued growth.Ares is a...Full timeTemporary workWork experience placementWork at officeFlexible hours- ...Executive Vice President, Digital Strategy, Technology & Analytics About the Company One of... ...analytics teams to deliver integrated solutions for clients. The EVP will also be responsible... ...retention, and expanding the client portfolio. The ideal candidate will have a...
$181k
...Foundation's Information Technology team seeks an Associate Director, Responsible AI Solutions. Reporting to the... ...foundation's evolving AI strategy. Partnering with... ...YOU WILL CONTRIBUTE AI Portfolio Management: As the... ...transparency in AI systems. AI Model evaluation and...Permanent employmentWork at officeWorldwideFlexible hours3 days per week$142.32k - $213.48k
...Generative AI (GenAI) model onboarding and Retrieval... ...Generation (RAG) solutions across diverse business... ...deep understanding of AI technologies, strong skills in... ...expectations. Document prompt strategies and methodologies to... ...efficiency, and customer experience. Partner with...Full time$190k - $195k
...Technical Due Diligence & CIO Strategy Focus) About Oliver... ...closely with CIOs and technology leaders to shape IT... ..., assess IT operating models, and provide clear... ...compliance, and improving customer experience. A key... ...to deliver integrated solutions. Mentor and develop...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$90k - $200k
Portfolio Analytics, Associate/DirectorMorgan Stanley... ...Associate or Director to provide performance... ..., risk and reporting solutions to key Hedge Fund clientele... ...MSFS service provides customized analytics to meet the... ...and working with our technology colleagues to build...Temporary workWork experience placementWork at office$250k - $290k
...Job Function: Strategy and ExecutionEmployer... ...world value - solutions that work in... ...AI-powered technology and an... ...across a broad portfolio of clients and... ...us to bring a wealth of deep sector... ...responsibilitiesAs a Senior Director in Deal... ...hybrid model. Our expectation...Work experience placementSummer holidayFlexible hours$204k - $240k
...advertising markets and technologies that are... ...driven Senior Director, DSP... ...DSP partnership portfolio, with clear accountability... ...partnership strategies across... ...adoption of OpenX solutions.Lead complex... ...supply access models, and platform... ...cultureWE ARE CUSTOMER CENTRICWe innovate...Full timeWork experience placementLocal area
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