Senior SMA Platform Manager for Growth & Data

1516 Seattle Northwest Asset Management, LLC; Seattle (WA); Hybrid; USD 125,000 - 155,000; Full time

Benefits offered by this job

Hybrid work schedule

401(K) matching

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco is seeking a Senior SMA Business Manager to drive growth and evolution of the Separately Managed Accounts platform. You will lead strategic initiatives, collaborate across teams, and translate business needs into technology and process improvements.

You will work with Investments, Technology, and other groups to deliver enhancements, dashboards, and KPIs, ensuring alignment with firmwide strategy and driving efficiency across the SMA platform.

Qualifications

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

Responsibilities

• 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.

Skills

Analytical skills

Problem solving

Curiosity

Prioritization

Communication

Team player

Education

Bachelor’s Degree

MBA

Tools

Salesforce

SS&C Advent

Eze Software

InvestorTools

Job description

Invesco is seeking a Senior SMA Business Manager to drive growth and evolution of the Separately Managed Accounts platform. You will lead strategic initiatives, collaborate across teams, and translate business needs into technology and process improvements.

You will work with Investments, Technology, and other groups to deliver enhancements, dashboards, and KPIs, ensuring alignment with firmwide strategy and driving efficiency across the SMA platform.