- Neuberger Berman (New York, NY)
- **_Job Description:_** We are seeking a Separately Managed Account ( SMA ) Product Manager to support the firm's taxable and tax-exempt fixed income SMA ... competitive advantages. As the Product Manager, you will be responsible for driving SMA product initiatives in the intermediary channel. You will be expected to be… more
- Neuberger Berman (New York, NY)
- The Managed Account Group (MAG) provides Separately Managed Account ( SMA ) solutions for financial intermediaries and direct client channels. The ... and mutual funds. These strategies are offered to numerous SMA and Unified Managed Account ...to monitor and research performance dispersion for manager traded accounts and model delivery. + Oversee annual due diligence… more
- Aegon Asset Management (Denver, CO)
- …as requested. Assist in the implementation of Transamerica, Exchange Traded Funds (ETF) and separately managed account ( SMA ) fund-related initiatives. + ... Lead the oversight of trade management responsibilities for ETF Operations and associated tasks. + Utilize technical and operational knowledge to resolve complex operating and accounting issues that often involve multiple internal groups or external parties.… more
- Charles Schwab (Chicago, IL)
- …the end-to-end offer management for our third-party and proprietary managed investing, primarily Separately Managed Accounts ( SMA ). To do this, we ... & Insurance, and 529) as well as our proprietary Separately Managed Accounts . Our mission...Lead/support day-to-day management of our existing proprietary and third-party separately managed account offerings to… more
- BlackRock (Princeton, NJ)
- …with investment teams across asset classes within BlackRock and is responsible for Separately Managed Account ( SMA ) management, implementation and ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...We seek a highly motivated individual to join BlackRock SMA Solutions as a Product Strategist Associate for our… more
- Charles Schwab (San Francisco, CA)
- …Asset Management offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account ( SMA ) strategies designed to serve ... has $1.6 trillion under management in mutual funds, ETFs, and SMAs. Products managed include a wide variety of active and indexed equity, fixed income, multi-asset,… more
- T. Rowe Price (Baltimore, MD)
- …+ Knowledge of derivatives and multiple asset classes + Understanding of ETFs and Separately Managed Accounts ( SMA ) + Project management experience ... of the portfolio investment strategy and client requirements to oversee each account 's investment activities. This includes account customization, interpreting … more
- Janus Henderson Investors (Denver, CO)
- …+ Knowledge of financial industry products such as mutual funds, ETF's, model portfolios and separately managed accounts ( SMA 's) to respond to client ... inquiries, provide answers, and to identify selling opportunities + Ability to initiate outbound sales telephone calls to clients provide sales ideas, answers product questions, provide performance data, identify new sales opportunities, and help launch new… more
- BlackRock (New York, NY)
- …risk management processes is a plus. + Experience with municipal securities ("Munis") or separately managed account ( SMA ) workflows is advantageous. ... **Primary Responsibilities:** + Be a subject matter expert of personas, workflows, and tools within the Portfolio Management + Influence teams across Aladdin to drive forward strategic product decisions + Demonstrate a deep understanding of business,… more
- Charles Schwab (Naples, FL)
- …funds, exchange-traded funds (ETFs), money market funds, collective investment trusts (CITs), and Separately Managed Accounts (SMAs). The overall SAM team ... billing fee calculations, quarterly preparation of invoices, fee requests, and overall SMA billing for Direct and Marketplace accounts for the ThomasPartners,… more
- T. Rowe Price (Baltimore, MD)
- …with fixed income/equity portfolios + Understanding of ETFs and Separately Managed Accounts /Model Delivery ( SMA ) products + Experience extracting, ... managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the… more
- BlackRock (New York, NY)
- …clients. We are seeking a highly experienced leader with deep expertise in the Separately Managed Accounts to lead the organization towards the next ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...in client assets across direct index and active strategies, SMA Solutions is a rapidly growing business within USWA… more