Softcard (acquired by Google)

Account Manager

• Serve as primary point of contact for existing FinTech/Wealth‑Tech client relationships
• Research and cultivate new FinTech client relationships advantageous for Invesco
• Support Custom Model and SMA product lines in US Retail (potential extension into Insurance and Retirement)
• Responsible for every facet of client relationships from inception to long-term management
• Construct business strategy for client partners and negotiate business terms to drive organic growth
• Coordinate full integration of Invesco products onto partner platforms
• Build business plans, event strategy, engagement strategy, and provide field sales support
• Manage data delivery and dissemination to assist field sales with timely opportunities
• Train Field Sales teams about the FinTech ecosystem and partnership impacts
• Represent Invesco at industry and client events to promote IVZ products
• Negotiate business contracts and financial terms to support advisor education and growth

Strategic Account Manager

Full-stack Engineer

• Design, develop, and maintain Oracle Cloud ERP solutions, with a focus on Financials modules
• Support and enhance boundary applications that interact with ERP, including billing system (Revport), data warehouses (Snowflake), job schedulers (Autosys/UAC), and reporting tools
• Collaborate with business analysts and stakeholders to translate functional requirements into scalable technical solutions
• Participate in ERP data migration, archival, and integration efforts, ensuring data accuracy and performance
• Troubleshoot and resolve issues related to ERP transactions, integrations, and reporting discrepancies
• Contribute to automation initiatives across ERP and boundary systems to improve efficiency and reduce manual effort
• Ensure compliance with enterprise architecture standards, security policies, and audit requirements
• Document technical designs, configurations, and support procedures
• Stay current with Oracle Cloud ERP updates and best practices, and proactively recommend improvements
• Collaborate with Enterprise Architecture, Infrastructure, and Application teams to define and enforce best practices for ERP data storage, performance, and security
• Mentor and guide offshore engineering teams, fostering innovation, accountability, and continuous improvement
• Evaluate emerging technologies and tools to enhance ERP capabilities and support long-term strategic goals

Principal Engineer, Oracle Cloud ERP

Security Engineer

• Partner with Invesco global security team to architect and implement solutions for network, cloud, data, software, application security and CIAM
• Lead creation of architecture strategies, reference architectures, roadmaps, patterns, and standards for security platforms and services
• Develop and implement customer identity and access management (CIAM) solutions aligned to business goals, policies, and objectives
• Define global deployment architecture of the enterprise-wide SaaS-based CIAM platform and own architecture roadmap, capabilities and application onboarding strategy
• Partner with the Enterprise Data Office to define data migration strategy for applications onboarding to CIAM and strategy for centralized identity, consent and preference datastore
• Drive technical evaluations and decision recommendations for security platforms (e.g., SIEM, ID proofing)
• Define strategies, reference architectures, standards, and roadmaps for key security capabilities such as secrets management
• Review and approve architecture solutions via EA governance to ensure strategic alignment and avoidance of technical debt
• Support the solution architecture community for security solution architects and collaborate with security architects and cloud team on cloud application migration strategy

Senior Principal Security Architect, Enterprise Architecture

Product Designer

The User Interface/User Experience (UI/UX) Design Lead is a multifaceted role that blends deep technical knowledge, team leadership, hands-on design execution, and cross-functional collaboration.
Responsible for designing compelling user experience and interface designs across touch points that builds brand equity, delights the user and positively impacts organizational objectives.
May supervise a team of UI/UX researchers, designers, and writers.
Evaluates user requirements by collaborating with product managers and cross-functional teams, and applies high quality, research-driven solutions in alignment with business goals and objectives.
Performs usability assessments of Motion websites, assist with user research discussions, and the cultivation and use of this information.
Translates complex user research findings, analytics data, and customer feedback into elegant, intuitive, and effective design solutions.
Designs and develops engaging user experiences for a variety of applications.
Illustrates design ideas using storyboards, process flows and sitemaps independently.
Makes strategic and tactical UX decisions related to design and usability as well as content and research.
Conducts regular design reviews with both design and development teams, providing actionable feedback to ensure all work meets business requirements, user needs, and the established quality bar.
Demonstrated ability to produce a full range of design artifacts, including low-fidelity wireframes, visually polished high-fidelity mockups, and complex interactive prototypes that effectively simulate the final user experience.
Partner with marketing and analytics teams to understand user behavior data from various channels, help devise and interpret A/B tests and ensure a consistent brand message and user experience across all customer touchpoints.
Studies and evaluates how users feel about a system, looking at concepts such as ease of use, perception of the value of the system, utility, efficiency in performing tasks, etc.
Translates user needs and business requirements into features and functionality for web/mobile experiences.
Leads the collection of user feedback.
Mentors lower-level UI/UX employees.
Performs other duties as assigned.

UI/UX Design Lead

Consultant

• The Portfolio Advisory works very closely with WMI Distribution to deliver portfolio reviews and insights to the advisor community.\n• The Portfolio Advisory Specialist will provide thoughtful insights and analysis that can materially improve portfolio outcomes for Financial Advisors and Home Offices.\n• Responsibilities of the Role: Consult with top advisory teams on improving their portfolio construction process by helping them create new models or improve existing models and ensuring their portfolio positioning aligns with their objectives.\n• Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with clients.\n• Synthesize complicated portfolio analytics to provide relevant, digestible insights and actionable takeaways for clients\n• Leverage IIS’s proprietary investment (including capital market assumptions, macro regime analysis, investment due diligence, trends in advisor portfolios) and portfolio risk & analytic capabilities (Vision)\n• Build strong relationships with your assigned distribution partners by acting as a flexible and willing partner to help them build their business\n• Meet frequently with assigned distribution team (or teams) to communicate new thought leadership, analytic capabilities, and IIS investment content\n• Generate ideas and feedback to continuously improve the team’s client engagements and offer best-in-class consultations\n• Create effective feedback loop to ensure proper client follow up and execution\n• 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.

Strategic Account Manager

Principal Engineer, Oracle Cloud ERP

Senior Principal Security Architect, Enterprise Architecture

UI/UX Design Lead

Senior Portfolio Advisory Consultant