- BlackRock (New York, NY)
- …our marketing strategy of our new and existing capabilities, reporting to the Head of Separately Managed Accounts ( SMA ) and Models Marketing. **Key ... **About this role** **Vice President, USWA SMA and Options Marketer** **Our Team** BlackRock ...and wirehouses tap into the personalization and tax-efficiency of separately managed accounts (SMAs) delivered… more
- BlackRock (New York, NY)
- …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… more
- T. Rowe Price (Baltimore, MD)
- …Officer supporting our investment advisory businesses, specifically the Exchange-Traded Funds (ETFs) and separately managed account ( SMA ) platforms . ... CPA, or JD) + Prior experience supporting Exchange-Traded Funds (ETFs) or separately managed account platforms (SMAs) + Strong knowledge of relevant laws,… more
- Citigroup (New York, NY)
- …of CIM's strategies. The candidate will be responsible for the daily management of CIM client separately managed account ( SMA ) portfolios and will be a ... fiduciary oversight internal partners + Daily portfolio management of model/custom accounts + Contribution to overall investment strategy, design, and implementation… more
- BlackRock (San Francisco, CA)
- …by executing high volumes of institutional and retail equity orders for custom-indexed separately managed accounts . We are heavily focused on domestic ... **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across… more
- BlackRock (Princeton, NJ)
- …**About the Role** Looking to join the world's leading Asset Manager? BlackRock's Separately Managed Account Investment Operations team is hiring. The ... Oversee data entry tasks such as setups, terminations, maintenance items, etc. of SMA accounts + Monitor, review and escalate the accounts receivable volumes… more
- Motion Recruitment Partners (Charlotte, NC)
- …operations. **What Will You Be Doing** + Delivering key features and capabilities to our Separately Managed Accounts Platform. + Will be encouraged to be ... all services & systems + Partnering with the Systematic SMA team to implement advanced algorithmic models + Being...& Orthodontia Benefits + Vision Benefits + Health Savings Account (HSA) + Health and Dependent Care Flexible Spending… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …MN.These BSA roles are to support Separately Managed Account work. Traditional BSA experience plus Wealth Mgmt/ SMA experience required.Responsibilities: ... + Understanding the business processes and the interdependencies of various systems in use. + Facilitating interactive discussions with the business unit and technology teams in order to achieve alignment on defining requirements. + Gathering, analyzing,… more