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
- ...seeking an experienced Model Sales and Strategy Lead to define, own,... ...execute the U.S. Model Portfolio distribution strategy for U.S. Wealth Management. You will partner... ..., PM, Client Solutions & Analytics, Marketing... ...Legal/Compliance and Technology to drive asset growth...Suggested
$250k - $290k
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$165k - $205k
...Our Ratings Technology Portfolio Management team operates at the... ...automation solutions that enhance analytical... ...expertise in financial modeling and data visualization... ...future and to helping our customers find new, sustainable... ...Learning: Access a wealth of resources to grow...SuggestedSecond jobLive inWork at officeWorldwideFlexible hours2 days per week3 days per week- ...leveraging cutting-edge technology to drive... ...COO Office, is a strategy manager responsible... ...third party software portfolio prioritization.... ...tools to develop solutions, and identify key... ...and Excel-based models for analysis.... ...businesses, clients, customers and employees up...SuggestedWork at officeWorldwide
$135k - $225k
...opportunity?The Innovation Portfolio Lead will own the... ..., and emerging solutions. This role will... ...of business, technology, and innovation,... ..., product strategy, or similar initiatives... ...enabled business models.Exposure to venture... ...Sign up and get customized info on our...Full time$176.24k - $230k
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...this together — with customers, partners and... ...Opportunity:Regional Director (RD), Strategic Solutions is a business development... ...Solutions across Wealth and can effectively... ...TPAs) on Voya's portfolio and capabilities. This... ...in developing strategies to evolve and grow...Full timePart timeWork experience placementLocal areaRemote workFlexible hours$140k - $165k
...individual to serve as an Associate Portfolio Manager as part of our Investment Solutions Group. This individual will... ...range of investment disciplines and strategies. The position requires a high... ...endowment clients; each subject to the customized investment needs of the client....Full timeTemporary workH1bWork at officeWorldwide$146.9k - $262.4k
...Management Associate Director, Market Strategy- Compliance... ...Wolters Kluwer Compliance Solutions. This individual will... ...and corporate crimes).Customer and Internal... ...and evaluate emerging technologies and market opportunities... ...Solutions (BCS) includes a portfolio of Expert Solutions...Full timeWork at office$105.4k - $155k
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## Model Sales and Strategy LeadApplylocations: New York,... ...nontraditional solutions for companies that... ...the U.S. Model Portfolio distribution strategy... ...model for U.S. Wealth Management.The... ...Compliance, and Technology**. The role... ...business** (UMA/SMAs, TAMPs, asset management...Home officeFlexible hours$108k - $144k
Associate Customer Success Manager, Life Sciences New... ...problems with technology-forward solutions. We are looking for an... ...Given our SaaS business model and our focus on a “land and expand” strategy, Customer Success is... ...opportunities across your portfolio Maintain and improve...H1bWork 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‑aligned... ...in institutional investing, technology, and design. Compensation...Work at officeRemote workShift work3 days per week$119k - $200k
...CVP - Director, AI Search... ...Experience Strategy is a strategic... ...large language model and AI-generated... ...Management, and Technology teams to... ...research/voice of customer teams to map... ...in product portfolio reviews,... ..., or wealth management,... ...and deliver solutions that matter....Temporary workLocal areaHome office3 days per week$150k - $190k
...to create digital solutions for today’s complex... ...solutions in Strategy, Analytics, Digital... ...unique engagement model designed to align... ...partnering with leading technology providers, we... ...experiences that enhance customer engagement and... ...Bounteous is seeking a Director of Marketing...Work experience placementLocal areaWorldwideWork visa$155k - $175k
...alternatives-focused model portfolios initiatives. This role... ...model portfolios by wealth advisors.ResponsibilitiesAs... ...rationale of custom and marketplace modelsConfidently... ...with Private Wealth Solutions (PWS) to support... ...advisor engagement strategies, including:Targeted...Full timeWork at officeRemote workHome office- ...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...
$105k - $135k
...Fitch Solutions is a leading provider of... ...informs investment strategies, strengthens... ...group. Our diverse portfolio of powerful brands... ...an Associate Director for our Sales Strategy... ...emerging AI/ML technologies to uncover... ...complex commercial models and customer lifecycles....Temporary workWork at officeImmediate start2 days per week3 days per week- ...Manager in Asset Management Technology, you will drive the successful... ...for developing innovative solutions, while simultaneously effectively... ...plans and risk management strategies, ensuring the highest... ...VeteransJ.P. Morgan Asset & Wealth Management delivers industry...
$250k
...$500,000.00Category: Technology, Applications Development... ...it.The Head of AI Solutions is a newly created, executive... ...a unified AI strategy, build a world-class engineering... ...a $200M+ technology portfolio spanning some of the... ...platform — reusable models, tooling, guardrails,...Full time$105.4k - $155k
About the Team The Strategy & Operations team... ...that enhance customer experience and foster... ...product portfolio and serve as the... ...within a high‑growth technology, SaaS, or hospitality... ...creative, pragmatic solutions. Expert Project... ...& Financial Modeling: An analytical mindset...Hourly payWork at officeLocal areaFlexible hours$150k - $200k
...about serving our portfolio of 220+ companies... ...life sciences, technology, and climate tech... ...Head of Technical Solutions sits at the intersection... ..., refining customer engagement... ...accounts — utility directors, chief engineers,... ...Familiarity with process modeling tools (BioWin,...Full timeWork at officeRemote workFlexible hours$161.52k - $290.76k
...the mission-critical technology systems that the world... ...our employees, our customers and our communities.... ...driving complex technical solutioning and advisory... ...design, financial cost modeling, and contract negotiations... ...roadblocks. Deal Strategy & Profitability Define...Minimum wageFull timeContract workPart timeLocal area$177.65k - $261.25k
...and investment solutions to market participants... ...in office work model in either our... ...is seeking a Director and senior... ...), and broader Wealth Management channel... ...generation, portfolio protection, and... ...field to shape strategy, resolve the most... ...managed accounts (SMAs), and the...Full timeWork at officeImmediate start$120k - $130k
...Overview KINESSO is the technology-driven performance marketing... ...delivering on data-driven strategy for social platforms, actionable... ...is the media and marketing solutions division of Interpublic... ...iconic brands from a broad portfolio of industry sectors including...Local area$200k - $275k
IT Operating Model and Strategy Advisory Lead Join Mizuho as the IT Operating... ...engine for Mizuho's global technology and operations... ...Strategic Advisory, the Executive Director leading the Operating Model... ...from problem framing through solution design - then transition to...Contract workWork at officeLocal areaRemote workWorldwide$147.5k - $211k
...Business Unit Technology, Data, AI and Ventures... .... We build solutions that power how we... ...Vice President – Model Validation and AI... ..., and monitoring strategies. A particular focus... ..., and customer service, including... ...diverse business portfolio creates opportunities...Local area3 days per week
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