- Neuberger Berman (New York, NY)
- …in financial services, preferably with client service or operations management responsibilities. + Strong knowledge of SMA structures, tax-managed ... The Managed Account Group (MAG) provides Separately Managed Account ( SMA ) solutions for financial intermediaries and direct client...this role you will own the data oversight & management for SMA , in addition to executive… more
- BlackRock (San Francisco, CA)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...environment. Perfect for a seasoned technology leader obsessed with client success and ready to innovate. **Key Responsibilities** +… more
- JPMorgan Chase (Columbus, OH)
- …various Asset Management businesses or Asset Management Operations/ Client Service areas + Experience in retail SMA client service or ... services including trusts and estates, loans, mortgages and deposits. ** Asset Management :** Asset Management...Advisor request + Provide additional support to the broader SMA client service team including but not… more
- Charles Schwab (Portland, OR)
- …consultants in the defined territory to facilitate growth of Schwab Asset Management (SAM) and Third Party SMA offerings. + Develop a deep understanding ... and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part...+ Excellent oral and written communication skills. + Excellent client relationship management and marketing/sales skills. +… more
- T. Rowe Price (Baltimore, MD)
- …in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide ... asset classes + Understanding of ETFs and Separately Managed Accounts ( SMA ) + Project management experience + Experience extracting, transforming, and… more
- T. Rowe Price (Baltimore, MD)
- …in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide ... and a broad range of equity, fixed income, and multi- asset capabilities to individuals, advisors, institutions, and retirement plan...traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also… more
- BlackRock (New York, NY)
- …With over $230B in client assets across direct index and active strategies, SMA Solutions is a rapidly growing business within USWA (~10% org growth rate). Our ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our… more
- S&P Global (Chicago, IL)
- …index-linked products. You will drive revenue growth through strategic engagement with asset management , wealth management and institutional clients across ... 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join our Commercial team at...form, long standing relationships with centers of influence at asset management and wealth management … more
- Neuberger Berman (New York, NY)
- …equities, fixed income, derivative, mutual fund, ETF, SMA , and Alternative asset classes and structure client solutions that may incorporate multiple ... Neuberger Berman is seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be responsible for… more
- S&P Global (PA)
- …expected to interact with-and form, long standing relationships with centers of influence at asset management and wealth management firms in America. + Work ... internal use):** 13 **The Team:** As the Director of Client Solutions Group Mid-Atlantic Region, you will play a...prior experience supporting investment product sales in wealth or asset management + Outstanding communication skills with… more
- BlackRock (Sausalito, CA)
- …and unique investment exposures across direct indexing, fixed income, active equity, and multi- asset strategies. We serve a diverse client base from wealth ... **About this role** Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique...10+ years of experience in calculating performance for various asset classes at an investment management firm.… more
- CBRE (New York, NY)
- … work order systems (Angus, Building Engines, etc.). Working knowledge of asset management , property management , leasing, disposition, and development. ... candidate will have prior exposure to more than one asset type; at minimum, the candidate should have significant...to motivate and negotiate effectively with key employees, top management , and client groups to take desired… more
- BlackRock (Philadelphia, PA)
- …and unique investment exposures across direct indexing, fixed income, active equity, and multi- asset strategies. We serve a diverse client base from wealth ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our… more
- Charles Schwab (Chicago, IL)
- …tools and research for clients, build relationships with third-party and proprietary asset management partners, and work effectively with internal partners and ... + Bachelor's Degree + 5+ years of investment offer management and client experience + Experience in...the financial services industry, especially as it relates to asset management and managed accounts + Excellent… more
- BlackRock (Sausalito, CA)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational… more
- BlackRock (Sausalito, CA)
- …team that addresses strategic business initiatives involving customer relationship management , client onboarding, investment operations and servicing workflows. ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our… more