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Investortools Jobs (NOW HIRING)

Senior SMA Business Manager

New York, NY · Hybrid

$125K - $155K/yr

... InvestorTools Products is a plus Skills / Other Personal Attributes Required: Strong analytical and problem-solving skills Intellectually curious, proactively asks questions and anticipates next ...

Senior SMA Business Manager

Seattle, WA · Hybrid

$125K - $155K/yr

... InvestorTools Products is a plus Skills / Other Personal Attributes Required: Strong analytical and problem-solving skills Intellectually curious, proactively asks questions and anticipates next ...

Senior SMA Business Manager

Seattle, WA · On-site

$125K - $155K/yr

... and InvestorTools Products is a plus**Skills / Other Personal Attributes Required:** · Strong analytical and problem-solving skills · Intellectually curious, proactively asks questions and ...

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Investortools information

What is the difference between Investortools vs Financial Analyst?

AspectInvestortoolsFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA are a plusSame as Investortools: bachelor's degree, CFA or CPA preferred
Work EnvironmentFinancial services firms, investment companies, or software providersCorporations, banks, investment firms, or consulting agencies
Industry UsageUsed mainly in investment management and financial software sectorsWidely used across finance, banking, and corporate finance departments
Common Search/ComparisonInvestortools vs Financial Analyst

Investortools and Financial Analysts share similar educational backgrounds and work environments, often overlapping in finance and investment sectors. However, Investortools typically refers to a specific software or platform used by financial professionals, whereas Financial Analysts focus on analyzing financial data and making investment recommendations. Understanding these distinctions helps clarify career paths and tool usage in the finance industry.

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Cities with the most Investortools job openings:

What states have the most Investortools jobs?

States with the most job openings for Investortools jobs include:

Infographic showing various Investortools job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 78% Physical, and 22% Hybrid job distribution.

Senior SMA Business Manager

New York, NY • Hybrid

$125K - $155K/yr

Full-time

Medical, Retirement, PTO

Re-posted 6 days ago


Key responsibilities

  • Independently scope, manage, and execute complex initiatives across Invesco's SMA Platform, including new products, systems, and capabilities.

  • Partner with internal stakeholders and external vendors to drive alignment, define requirements, and oversee the delivery of system enhancements and business development opportunities.

  • Drive improvements in dashboards, reporting, and key performance indicators by leveraging data to identify trends and inform decision-making.


Invesco rating

9.7

Company rating: 9.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


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.

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 TimeFull timeWorker TypeEmployeeJob Exempt (Yes / No)YesWorkplace 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.


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