- Fidelity TalentSource LLC (Boston, MA)
- …Strategic Advisers solutions spanning Unified Managed Account (UMA), Unified Managed Household (UMH), Digital, Separately Managed Accounts ( SMA ), ... Job Description:The RoleAs key members of the Managed Account Investment Product team we are responsible for partnering with investment and distribution partners… more
- CIBC (Chicago, IL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Separately Managed Account ( SMA ) Investment ... Private Wealth Management equity team in their daily management of separately managed accounts. + Responsible for trade order creation and strategy… more
- 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
- Morgan Stanley (New York, NY)
- …development and strategic planning - Client relationship management, including operational assistance for Separately Managed Account (" SMA ") clients - ... Service liaison to global distribution organization (partner with sales, marketing, and consultants) - ESG engagement and coordination - Graduate or undergraduate degree holder with 2 - 8 years of professional experience** - Experience working within a… more
- BlackRock (Princeton, NJ)
- …**Requirements:** + 5-8 years of relevant asset management industry experience with some Managed Account ( SMA ) experience preferred + BA/BS degree required ... **About this role** **About BlackRock SMA Solutions** BlackRock SMA Solutions helps...Experience with retail financial advisor industry and familiarity with separately managed accounts a strong plus +… 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 (Owings Mills, MD)
- …accurate and timely recurring fee calculations and invoicing to support the firm's Separately Management Account ( SMA ) clients. Responsibilities include fee ... The Manager will primarily support the end-to-end client fee processes for Separately Managed Accounts. Responsible for the completion of multiple calculation… more
- T. Rowe Price (Baltimore, MD)
- …+ Knowledge of derivatives and multiple asset classes + Understanding of ETFs and Separately Managed Accounts ( SMA ) + Effective written and verbal ... of the portfolio investment strategy and client requirements to oversee each account 's investment activities. This includes account customization, interpreting … more
