Senior SMA Platform Growth & Operations Lead

Invesco; Washington; 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%

Health & wellbeing benefits

Parental Leave

Employee stock purchase plan

Job summary

Invesco in Seattle, WA seeks a Senior SMA Business Manager to drive growth of the Separately Managed Accounts Platform. You will lead complex initiatives, collaborate across Investments, Technology, and CRM teams, and translate business needs into tech and process improvements.

The role requires strong analytical skills, experience in investment management, and a track record of delivering strategic projects in a collaborative, fast-paced environment.

Qualifications

• 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.

Responsibilities

• Independently scope, manage, and execute complex, high-impact initiatives across Invesco's SMA Platform.
• Partner with internal stakeholders on business development opportunities, including new platform placements.
• Identify and advance opportunities for improvement by defining technical and functional requirements.
• Engage with external vendors on contracting, scoping, and implementation of systems.
• Represent the business' needs to key internal partners to drive alignment on priorities.
• Drive enhancements to dashboards, reporting, and KPIs using data-driven insights.
• Align SMA business planning with firmwide strategy and maintain the roadmap.

Skills

Analytical skills

Problem solving

Communication

Agile / multi-workstreams

CRM / financial software

Education

Bachelor's degree

Tools

Salesforce

SS&C Advent/Eze

InvestorTools

Job description

Invesco in Seattle, WA seeks a Senior SMA Business Manager to drive growth of the Separately Managed Accounts Platform. You will lead complex initiatives, collaborate across Investments, Technology, and CRM teams, and translate business needs into tech and process improvements.

The role requires strong analytical skills, experience in investment management, and a track record of delivering strategic projects in a collaborative, fast-paced environment.