Senior SMA Business Manager

Job not on LinkedIn

🕒 August 4

🏢🏡 Seattle – Hybrid

💵 $125k - $155k / year

⏰ Full Time

🟠 Senior

👔 Manager

👻 Ghost score 27%

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Logo of Softcard (acquired by Google)

Softcard (acquired by Google)

WebsiteLinkedIn

201 - 500 employees

Founded 2012

💸 Finance

💳 Fintech

🛍️ eCommerce

Finance • Fintech • eCommerce

Softcard is a mobile commerce platform developed as a joint venture by AT&T Mobility, T-Mobile USA, and Verizon Wireless. It utilizes near field communication (NFC) technology to enable mobile payments, allowing consumers to shop, pay, and save conveniently through their mobile devices. With specialties in mobile payments, mobile wallets, and loyalty programs, Softcard aims to revolutionize the way consumers handle transactions and rewards programs, offering an enhanced and personalized experience with just a tap of their phone.

📋 Description

• Scope, manage, and execute complex, high-impact initiatives across Invesco’s Separately Managed Accounts Platform • Implement new products, systems, and capabilities • Partner with internal stakeholders on business development opportunities, including new platform placements and custodian onboardings • Define technical and functional requirements to improve platform processes, infrastructure, and operational framework • Engage external vendors on contracting, scoping, and implementation of systems, custom solutions, and enhancements • Represent business needs to Investment Technology, Front Office Operations, CRM Enablement, and other internal partners • Enhance business-level dashboards, reporting, and key performance indicators using data to identify trends and inform decisions • Partner with the COO to align SMA business planning with firmwide strategy and translate priorities into the SMA roadmap, project prioritization, and progress tracking

🎯 Requirements

• 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 • Strong analytical and problem-solving skills • Ability to prioritize and meet deadlines • Strong team player and effective communicator across diverse stakeholder groups • Detail-oriented with strong ownership and follow-through • Bachelor’s Degree required • MBA, related graduate degree or certification a plus • Salesforce, SS&C Advent/Eze and InvestorTools Products knowledge is a plus

🏖️ Benefits

• 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 • Incentive pay

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