- BlackRock (New York, NY)
- …Requirements: + 5-10 years of relevant asset management industry experience with some Separately Managed Account ( SMA ) experience preferred + ... **About this role** **About BlackRock SMA Solutions** BlackRock SMA Solutions helps...in a highly collaborative, complex environment + Familiarity with separately managed accounts a strong plus +… more
- BlackRock (Princeton, NJ)
- …business Requirements: + 2-5 years of relevant asset management industry experience with some Separately Managed Account ( SMA ) experience preferred + ... **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
- Charles Schwab (Lone Tree, CO)
- …order generation, tax loss harvesting and account maintenance on behalf of Schwab's separately managed account ( SMA ) products. In addition, the team ... accounting and trading systems as needed + Liaise with partners in Managed Account Operations, CSIM Client Services, SAM SMA Reconciliation and Performance,… 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
- Charles Schwab (Westlake, TX)
- …order generation, tax loss harvesting and account maintenance on behalf of Schwab's separately managed account ( SMA ) products. In addition, the team ... help Schwab clients achieve their financial goals. The CSIM SMA Operations and Trade Support Team is responsible for...best practices + Learn how to support other CSIM SMA products in a backup capacity + Work on… 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
- Wells Fargo (Charlotte, NC)
- …and effectively collaborate with other members of the team in support of the Separately Managed Account ( SMA ) business **Job Expectations:** + ... work effectively in a team environment + Ability to train and support Sub Account Opening and Administration + Ability to respond timely to all requests validations… 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 (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