- Neuberger Berman (New York, NY)
- …**:** + Bachelor degree required; MBA and/or CFA a plus + 7+ years in asset management with direct SMA Product Management /Product Specialist experience ... tools (preferably Morningstar, Cerulli, Zephyr, Perform, Broadridge) + Strong knowledge of asset management industry trends and developments + Highly organized;… more
- 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 channels. The team supports… 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
- Charles Schwab (New York, NY)
- …with Schwab Financial Consultants in the defined territory to facilitate growth of Schwab Asset Management (SAM) and Third-Party SMA offerings + Develop a ... the status quo" and transform the finance industry together. **Regional Director, Wealth and Asset Management Solutions** The Wealth & Asset Management … 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 (San Francisco, CA)
- …conflicting demands **Requirements:** * 3+ years of related experience working in asset management and/or a brokerage firm in business process ... are looking for an Associate Product Manager within our SMA Solutions Product Management team This role...team This role will work across business teams including Client Operations, Business Development, Portfolio Management and… more
- MetLife (Whippany, NJ)
- …collateral * Manage the product strategy vertically across investment teams, ICG, Insurance Asset Management , and other areas of MIM as needed * Develop ... and strategy across the private capital platform at MetLife Investment Management ("MIM"). Private capital consists of asset -based finance, residential mortgage… 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 (San Francisco, 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
