Director, Wealth Tech & Custom Portfolio Solutions

Invesco

New York (NY)

Hybrid

USD 240,000 - 260,000

Full time

14 days+
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Hybrid work
401K match
Health benefits
Parental leave
Employee stock purchase plan
Flexible PTO

Job summary

Invesco in New York City is seeking a Director, Solutions & Custom Strategies Technology to lead wealth platform technology for model portfolios and SMAs.

You will oversee delivery and architecture, partnering with investment, distribution, and product teams to deliver scalable, data-driven solutions powered by Snowflake and AI.

This role requires senior leadership across a global organization, with a focus on governance, compliance, and integrating with custodians and trading systems.

Qualifications

  • Extensive leadership experience in wealth/asset management technology.
  • Deep expertise in model portfolios, SMA platforms, and advisor workflows.
  • Experience implementing Snowflake or similar cloud data platforms.
  • Proven ability to lead senior engineers in a global org.
  • Strong cloud engineering and data architecture skills.

Responsibilities

  • Lead end-to-end technology strategy for model portfolios, SMAs, and custom solutions.
  • Manage subordinate leaders and teams delivering advisor-facing platforms.
  • Enable delivery of custom model portfolios and SMA solutions.
  • Drive architecture of portfolio construction, model management, and distribution platforms.
  • Build and scale data platforms using Snowflake across wealth workflows.
  • Enable AI-driven personalization and portfolio insights.
  • Translate business strategy into scalable tech roadmaps for growth.
  • Coordinate with product, distribution, and advisory teams.
  • Ensure governance, risk management, and regulatory compliance.
  • Drive integration with custodians, trading systems, and PMS.

Skills

Wealth tech leadership
Model portfolios
SMA platforms
Advisor workflows
Snowflake
AI capabilities
Cloud engineering
Leadership

Tools

Snowflake
Cloud platforms

Job description

Invesco in New York City is seeking a Director, Solutions & Custom Strategies Technology to lead wealth platform technology for model portfolios and SMAs.

You will oversee delivery and architecture, partnering with investment, distribution, and product teams to deliver scalable, data-driven solutions powered by Snowflake and AI.

This role requires senior leadership across a global organization, with a focus on governance, compliance, and integrating with custodians and trading systems.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

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

Invesco • New York (NY)

Hybrid
USD 240,000 - 260,000
Hybrid work
401K match
Health benefits
+3
Head of Private Markets Tech, Data & AI Platform Strategy
Head of Private Markets Tech, Data & AI Platform Strategy

1110 Invesco Group Services, INC. • New York (NY)

On-site
USD 240,000 - 260,000
Director, Private Markets Tech — Cloud, Data & AI (Hybrid)
Director, Private Markets Tech — Cloud, Data & AI (Hybrid)

Invesco Real Estate • New York (NY)

Hybrid
USD 240,000 - 260,000
Flexible paid time off
Hybrid work schedule
401(K) matching up to 6%
+3
Senior Data Engineer, Investment Tech (Hybrid)
Senior Data Engineer, Investment Tech (Hybrid)

Invesco • New York (NY)

Hybrid
USD 120,000 - 140,000
Flexible paid time off
Hybrid work schedule
401(K) matching up to 6%
+3
Senior Wealth Tech Product Lead — AI & GenAI
Senior Wealth Tech Product Lead — AI & GenAI

New York Technology Partners • Irvine (CA)

On-site
USD 140,000 - 190,000
Strategic Account Manager - WealthTech & Custodians
Strategic Account Manager - WealthTech & Custodians

Invesco • Dallas (TX)

Hybrid
USD 130,000 - 150,000
Flexible paid time off
Hybrid work schedule
401(K) matching up to 6%
+3
Senior Data Engineer, Investment Tech (Hybrid)
Senior Data Engineer, Investment Tech (Hybrid)

1110 Invesco Group Services, INC. • New York (NY)

Hybrid
USD 115,000 - 140,000
Hybrid work schedule
401(K) matching
Health & wellbeing benefits
+3
Strategic Wealth Tech Account Lead
Strategic Wealth Tech Account Lead

1240 Invesco Distributors Inc. • New York (NY)

On-site
USD 130,000 - 150,000
Flexible paid time off
Hybrid work schedule
401(K) matching up to 6%
+3
Engineering Director, Product & AI — Lead AI Wealth Platform
Engineering Director, Product & AI — Lead AI Wealth Platform

Savvy Wealth • New York (NY)

On-site
USD 190,000 - 250,000
Competitive salary and equity
Unlimited PTO
Healthcare plans
+1
Director, Global Digital Platform Technology Lead
Director, Global Digital Platform Technology Lead

invesco • New York (NY)

Hybrid
USD 180,000 - 260,000
Hybrid work
Flexible PTO
401K match
+3