- 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 (Boston, MA)
- …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
- Manulife (Boston, MA)
- …join our Private Client Group and provide administrative and operational support to our Retail SMA ( Separately Managed Account ) business. As a valued ... our team, you will play a crucial role in ensuring flawless account setup and maintenance, while building strong relationships with external counterparties.… more