- Neuberger Berman (New York, NY)
- **Summary:** The Intermediary Client Service Team supports our firms Separately Managed Account ( SMA ) business. Intermediary Client Service Associates on ... or equivalent experience + Knowledge of equity and fixed income products offered in Separately Managed Accounts ( SMA ) + Ability to interact directly with… more
- Morgan Stanley (Seattle, WA)
- …- Assume primary day to day responsibility for client contracts in the retail Separately Managed Account ( SMA ) business, including drafting and ... (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight). A*BOUT THE ROLE* This role… more
- T. Rowe Price (Baltimore, MD)
- …+ Operational expertise and knowledge of requirements and the process for onboarding Managed Account Sponsors and clients. + Knowledge of the investment ... management operations landscape and trends + Experience working with Managed Account product ranges + Proven project management skills and capabilities in cross… more
- BlackRock (Princeton, NJ)
- …**About this Role** Looking to join the world's leading Asset Manager? BlackRock's Separately Managed Account Operations team is hiring. Professionals hired ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...team, participating in team responsibilities to bill and maintain Separately Managed Accounts. The ideal candidate can… more
- Bank of America (Pennington, NJ)
- …of the Managed Investments team, this role will provide support for the Separately Managed Account and Model Portfolio Solutions business across the ... Product Specialist - ISG Managed Investments Pennington, New Jersey;Jersey City, New Jersey...ongoing or ad hoc product maintenance + Maintain both SMA and Model inbox and ensure correspondence is responded… more
- Bank of America (Jersey City, NJ)
- …of the Managed Investments team, this role will provide support for the Separately Managed Account and Model Portfolio Solutions business in the ... Managed Investments Product Manager Pennington, New Jersey;Jersey City,...to resolution. + Assist in the maintenance of both SMA and Model inbox and ensure correspondence is responded… more
- T. Rowe Price (Baltimore, MD)
- …technology in combination with a data driven mindset + Understanding of ETFs and Separately Managed Accounts ( SMA ) + Project management experience FINRA ... of the portfolio investment strategy and client requirements to oversee each account 's investment activities. This includes account customization, interpreting … more