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

Employee stock purchase plan

Job Description

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

Your Team

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. 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 Role

As 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 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 (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 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 year.

The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant 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.