- 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
- 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
- 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
- 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
- BlackRock (Princeton, NJ)
- …and credit spectrum. **Position Overview:** + Involved in all aspects of the municipal separately managed account platform, including both the retail and ... We offer a range of products and benchmark-relative municipal bond funds, ETF's and Separately Managed Accounts ( SMA 's) providing investors with exposure to… 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