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

**Company**: Invesco
**Location**: New York, New York
**Work arrangement**: hybrid
**Experience**: executive
**Job type**: full-time
**Salary**: $240,000 - $260,000 year
**Category**: IT
**Industry**: Finance

**Apply**: https://invesco.wd1.myworkdayjobs.com/en-CA/IVZ/job/New-York-New-York/Director--Solutions---Custom-Strategies-Technology--Wealth--SMAs---Model-Portfolios-_R-14443?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_bff54b87-840

## Description

As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for clients.

The 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.

**Your Role** 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 channel

- Managing and developing subordinate leaders and teams delivering advisor-facing and portfolio construction platforms

- Enabling the delivery of custom model portfolios and SMA solutions, supporting personalized investment strategies across equities and fixed income

- Driving the architecture of portfolio construction, model management, and distribution platforms integrated with advisor and custodian ecosystems

- Building and scaling data platforms leveraging Snowflake to unify portfolio, client, market, and performance data across wealth workflows

- Enabling advanced analytics, portfolio insights, and personalization through AI-driven capabilities

- Translating business strategy into scalable technology and data roadmaps supporting growth in managed accounts and model-based solutions

- Partnering with product, distribution, and advisory teams to align technology capabilities with client needs and evolving wealth management trends

- 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

**The Experience You Bring:**

- 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 to support investment analytics, reporting, and personalization

- Experience leveraging AI and advanced analytics to deliver client personalization, portfolio insights, or advisor productivity solutions

- Strong understanding of portfolio modeling, asset allocation frameworks, and performance analytics

- Proven ability to lead managers and senior engineers in a complex, global organization

- Strong cloud engineering and architecture experience, including integration of front-, middle-, and back-office systems

- Ability to influence senior stakeholders across investment, product, and distribution organizations

The salary range for this position in New York City is $240,000 - $260,000 per year.

**Benefits:**

- Flexible paid time off

- Hybrid 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 plan

## Skills

### Required
- wealth technology platforms
- model portfolio systems
- SMA platforms
- advisor workflows
- Snowflake
- AI-driven capabilities
- cloud engineering
- portfolio construction
- asset allocation
- performance analytics

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Source: [Apply at invesco.wd1.myworkdayjobs.com](https://invesco.wd1.myworkdayjobs.com/en-CA/IVZ/job/New-York-New-York/Director--Solutions---Custom-Strategies-Technology--Wealth--SMAs---Model-Portfolios-_R-14443?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)