- Janus Henderson Investors (Denver, CO)
- …for SMA client growth and retention + Presents new SMA product strategies to senior management , product development committee, and cross-functional ... Nice to have skills + Comprehensive knowledge of the asset management business and investment products, including...Strong organizational skills + 8-10 years' experience in product management or product development focused on SMA … more
- BlackRock (Princeton, NJ)
- …accurate model implementation and minimize performance dispersion for a rapidly growing client population. BlackRock's SMA Solutions business is establishing a ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...new team dedicated to the execution of SMA Alternatives Portfolio Management . The team will… more
- BlackRock (Princeton, NJ)
- **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...and foundations. **About This Role** Within the Core PM SMA Team you will be involved in all aspects… more
- BlackRock (Atlanta, GA)
- …custodians, and colleagues * Excellent communication (both verbal and written) and client relationship management skills - whether interaction is in-person, over ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique...Microsoft Excel skills. * Experience with custodial websites, CRM client database (Salesforce) and APX portfolio management … more
- BlackRock (New York, NY)
- **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...to scale our investment platform. With over $200B in client assets across direct index and active strategies, our… more
- BlackRock (Princeton, NJ)
- **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...to scale our investment platform. With over $200B in client assets across direct index and active strategies, our… more
- JPMorgan Chase (Columbus, OH)
- …Tax Smart Strategies team within Customized Managed Account Solutions is part of JP Morgan Asset Management (JPMAM), and manages $25B in AUM in active and index ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Neuberger Berman (New York, NY)
- …client experience lifecycle (ie, from sales/marketing, client data collection, client onboarding, AML/KYC, SMA model management , trading/settlement, ... all aspects of our Intermediary (ie, bank, RIA, wire-house, etc) channel operations, client experience, data management , and channel growth. This role requires… more
- BlackRock (Sausalito, CA)
- …clients to help them translate their values, missions, and/or ESG perspectives into unique client values profiles that the portfolio management teams then use to ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...proxy voting choice and shareholder engagement options available to SMA Solutions clients * Client service: o… more
- Janus Henderson Investors (Denver, CO)
- …closures, and alterations to existing client mandates across the client lifecycle. Specific project management duties include detailed planning, status ... external parties (outsourced service providers, custodians, transition managers, etc.) through management of various client account events. Ensure events are… more
- S&P Global (NC)
- …expected to interact with-and form, long standing relationships with centers of influence at asset management and wealth management firms in America. As ... and model portfolio competitive landscape, Unified and Separate Managed Accounts (UMA/ SMA ) platforms, model portfolio management and technology enabled… more
- S&P Global (NC)
- …expected to interact with-and form, long standing relationships with centers of influence at asset management and wealth management firms in America. As ... indexing/personalized indexing and model portfolios, Unified and Separate Managed Accounts (UMA/ SMA ) platforms, model portfolio management , ETFs and technology… more
- Charles Schwab (Westlake, TX)
- …tools and research for clients, build relationships with third-party and proprietary asset management partners, and work effectively with internal partners and ... We are driven by our purpose to champion every client 's goals with passion and integrity. We respect and...effective teams + Work experience in financial services - asset management , consulting, product management … more
- BlackRock (San Francisco, CA)
- …CIMA are a plus, but not required** **Minimum 3+ years sales experience within asset management , wealth management , or the financial industry more broadly ... **Due to our continued phenomenal growth, we are actively seeking senior, client -facing sales professionals with a proven successful track record of engaging with… 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...application, ensuring seamless integration with the firm's master data management and external partners. This role requires a strong… 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