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
$250k - $290k
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...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$180k - $220k
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...The Team: Our Portfolio Management team... ...with innovative technology solutions to deliver world... ...actionable portfolio strategies. The team... ...Clarity), financial modeling software, and... ...to helping our customers find new, sustainable... ...: Access a wealth of resources to...Second jobLive inWorldwideFlexible hours$110k - $115k
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...Description Senior Director, Partnerships,... ...Go-to-Market Strategy & Activation (... ...-on-Chip™ technology, we're... ...third-party AI models, and driving adoption... ...clinical solutions. Butterfly... ...enterprise healthcare customers. Build a... ...diversified partner portfolio that expands...H1bWork at officeImmediate startShift work2 days per week$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$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- ...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...
$103.2k - $144k
...next-generation technologies that transform experiences... ...and execute HR strategies focused on talent... ...on providing solutions to business... ...seeking internal customer feedback to determine... ...home to a diverse portfolio of iconic marine... ...people come with a wealth of experience and...Hourly payWork at officeLocal areaWorldwideFlexible hours$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$105.4k - $155k
...our Commerce Platform Growth Strategy & Operations team, you will... ...cross-functionally to launch solutions, and directly working with... ...comfortable at connecting with customers and internal teams to... ...partners to consumers. We are a technology and logistics company that started...Hourly payWork at officeLocal areaRemote workFlexible hours$120k - $130k
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$155k - $410k
...SummaryThe OpportunityAs a Strategy& Deals Tech Strategy... ...& Tech Value Creation Director, you will provide... ...integrity- Promoting technological advancements to create... ...thinking for financial modeling and risk analysis- Excelling... ...sensitive company or customer information, handling...Full timeH1b$114.4k - $319k
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- ...Description J.P. Morgan Wealth Management... ...with strategies and expertise that... ...utilizing the latest technology and resources of... ...sophisticated products and solutions to meet their... ...As a Supervisory Director at J.P. Morgan... ...relationships and put our customers at the heart of...
$130k - $150k
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$130k - $281k
...and breakthrough technologies to collaborate with... ...transformative solutions that redefine industries... ...for the role of Director, Delivery... ...Practitioner to join our Wealth Services Platform... ...following ways:Portfolio Alignment and... ...integrated program strategy that strengthens...Temporary workWorldwideFlexible hours$89.25k - $150.25k
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...ApplicableSpecialismIFS - Information Technology (IT)Management... ...SummaryThe OpportunityAs a Director, Solution Architect, AI-Native Engineering... ...roadmaps and technology strategies- Guiding teams in developing... ...sensitive company or customer information, handling proprietary...Full timeWork experience placementH1b$166.3k - $225k
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