Senior SMA Business Manager

Invesco Ltd.; 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

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco Ltd. is seeking a Senior SMA Business Manager to lead strategic initiatives for the Separately Managed Accounts (SMA) platform. You will drive cross-functional collaboration across Investments, Technology, and CRM Enablement to translate business needs into analytics, design, and implementation of tech solutions.

The role emphasizes data-driven decision-making, dashboard enhancements, and a roadmap-aligned planning process in a hybrid Seattle/NY environment.

Qualifications

• 5+ years of experience in investment management, technology, project or product management, or strategic planning.
• Experience with financial markets and independently leading cross-functional initiatives.
• Familiarity with CRM and financial software is a plus (Salesforce, SS&C Advent, Eze).

Responsibilities

• Independently scope, manage, and execute high-impact SMA initiatives across the platform.
• Collaborate with internal stakeholders on platform placements and custodian onboarding.
• Define requirements to enhance processes, infrastructure, and operations of the SMA platform.
• Engage external vendors for contracting and implementation of systems and enhancements.

Skills

Investment management

Technology

Project management

Strategic planning

Agile

Education

Bachelor's Degree

MBA

Tools

Salesforce

SS&C Advent

Eze Software

Job description

## Senior SMA Business ManagerApplylocations: Seattle, Washington: New York, New Yorktime type: Full timeposted on: Posted Todayjob requisition id: R-14663# **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 plusThe 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.