Senior SMA Business Manager

Invesco; Seattle (WA); Hybrid; USD 125,000 - 155,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 6% + discretion

Health & wellbeing benefits

Parental Leave

Employee stock purchase plan

Job summary

Invesco seeks a Senior SMA Business Manager to lead complex initiatives across the Separately Managed Accounts platform. You will partner with Investments, Technology, and external vendors to deliver strategic projects that scale the business and improve efficiency.

Ideal candidates bring 5+ years in investment management or technology, experience in agile environments, and familiarity with CRM/financial software. This hybrid role requires strong analytics and cross-team leadership.

Qualifications

• 5+ years in investment management, technology, project or product management, strategic planning.
• Experience with financial markets and separately managed accounts.
• Experience working in an agile environment with multiple workstreams and stakeholders.

Responsibilities

• Scope, manage, and execute complex initiatives across Invesco’s SMA Platform, including new products and systems.
• Partner with internal stakeholders on platform placements and custodian onboarding.
• Define technical and functional requirements to enhance processes and infrastructure.
• Engage with external vendors on contracting and implementations.
• Represent the business needs to Investment Technology, Front Office Operations, and CRM Enablement.
• Drive dashboards, reporting, and KPIs using data to inform decisions.
• Align SMA planning to firmwide strategy and roadmap.

Skills

Analytical thinking

Problem solving

Curiosity

Prioritization

Communication

Team player

Detail-oriented

Education

Bachelor’s Degree

MBA or related graduate degree

Tools

Salesforce

SS&C Advent

Eze software

InvestorTools

Job description

About Invesco

As 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.

About Invesco

As 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 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

Job Description

Job Purpose (Job Summary):

Reporting to Invesco Managed Account’s Chief Operating Officer, the Senior SMA Business Manager plays a key role in driving the growth and evolution of Invesco’s Separately Managed Accounts Platform. This role is responsible for leading the execution of strategic initiatives, collaborating across internal and external partners, and driving key platform-level projects. This position plays a critical role in delivering technology- and data-driven enhancements across the platform. The Senior SMA Business Manager partners directly with Investments, Technology, and other teams to provide functional subject matter expertise and translate business needs into the analysis, design, and implementation of technology and business solutions. The successful candidate will bring experience operating in a collaborative environment within financial services or a related field, along with a demonstrated ability to work across departments to identify, prioritize, and execute initiatives that improve the scale and efficiency of the business. The ideal candidate will have strong analytical skills and an ability to operate in a structured, organized, and efficient manner.

Key Responsibilities / Duties:

• Independently scope, manage, and execute complex, high-impact initiatives across Invesco’s SMA Platform, including the implementation of new products, systems, and capabilities
• Partner with internal stakeholders on business development opportunities, including new platform placements and custodian onboardings, helping to drive alignment and execution
• Identify and advance opportunities for improvement by defining technical and functional requirements that enhance the processes, infrastructure, and operational framework of Invesco’s SMA Platform
• Engage with external vendors on contracting, scoping, and implementation of systems, custom solutions, and enhancements, helping to drive delivery and accountability
• Represent the business’ needs to key internal partners such as Investment Technology, Front Office Operations, and CRM Enablement, helping to drive alignment on priorities and solutions
• Drive enhancements to business-level dashboards, reporting, and key performance indicators, leveraging data to identify trends, generate insights, and inform decision-making
• Partner with the COO to align SMA business planning to Invesco’s firmwide strategy, translating priorities into the SMA roadmap, project prioritization, and ongoing progress tracking

Work Experience / Knowledge:

• 5+ years’ experience in investment management, technology, project or product management, strategic planning, or related experience
• Proven track record of developing and executing project, business, and/or strategic plans
• Experience with financial markets, investment concepts and separately managed accounts
• Experience working in an agile environment with multiple workstreams and stakeholders
• Existing knowledge of CRM and financial software, such as Salesforce, SS&C Advent/Eze and InvestorTools Products is a plus

Skills / Other Personal Attributes Required:

• Strong analytical and problem-solving skills
• Intellectually curious, proactively asks questions and anticipates next steps
• Ability to prioritize and meet deadlines
• Strong team player and effective communicator with the ability to work across diverse stakeholder groups
• Detail-oriented with strong ownership and follow-through; drives projects to completion
• undefined

Formal Education:

• Bachelor’s Degree required; MBA, related graduate degree or certification a plus

The salary range for this position in Seattle, WA is $125,000 - 155,000 Base/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.