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  • $65k - $100k

    A leading financial services firm in Columbus, Ohio is seeking a Client Account Specialist to manage the setup and maintenance of accounts for their Customized Managed Account Solutions. The role requires 1-3 years of experience in client service, proficiency in Excel and...
    Suggested

    JPMorganChase

    Columbus, OH
    1 day ago
  • $202.2k

     ...Alts (private equity, private credit, real estate, infrastructure, hedge funds, digital assets, sports and entertainment, etc.) and SMA vehicles. Curate a competitive universe of Alts and SMA product offerings based on client, field, and market insights. Serve as the... 
    Suggested
    Full time
    Temporary work
    Work at office
    Flexible hours
    Night shift

    Edward Jones

    Tempe, AZ
    4 days ago
  • $115k - $140k

    A financial services firm in New York is seeking a SMA Data Oversight and Business Enablement Specialist. In this role, you'll ensure data management, deliver metrics to stakeholders, and partner across various teams to enhance operational processes for separately managed... 
    Suggested

    Neuberger Berman

    New York, NY
    1 day ago
  • $65k - $100k

    A leading financial services firm in Columbus, OH is seeking a Client Account Specialist to manage account setups and ensure smooth operations within the Tax Smart SMAs. The role involves extensive communication with stakeholders and requires 1-3 years of relevant experience...
    Suggested

    JPMorgan Chase

    Columbus, OH
    10 hours ago
  • $115k - $140k

     ...financial services firm in New York is seeking a professional for a critical data oversight role in their Separately Managed Account (SMA) division. The ideal candidate will have over 7 years of experience in financial services, particularly in operations management.... 
    Suggested

    LGBT Great

    New York, NY
    2 days ago
  • A biopharmaceutical company is seeking a US Medical Director to provide strategic medical leadership in advancing treatments for rare neuromuscular diseases. This role involves overseeing US medical plans, organizing expert advisory boards, and collaborating across functions...
    Suggested

    Scholar Rock

    Cambridge, MA
    10 hours ago
  • $220k - $303k

     ...About This Role The Medical Director Spinal Muscular Atrophy (SMA) role is a part of North America (US) Medical, a strategic partner within Biogen, that helps inform medical practice across our therapeutic areas and pipeline to improve meaningful patient outcomes. As... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area

    Biogen

    Cambridge, MA
    3 days ago
  • $115k - $140k

    The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of strategies covering a broad spectrum of security types including equities... 
    Suggested
    Local area
    Shift work

    LGBT Great

    New York, NY
    2 days ago
  • A leading investment management firm in Newark, NJ seeks an experienced Client Service Associate for retail separately managed accounts. The role involves strengthening client relationships, account onboarding, and collaboration with financial advisors. Candidates must ...
    Suggested

    Prudential Annuities Distributors (PAD)

    Newark, NJ
    2 days ago
  • SMA Operations Associate- Solana Beach, CA We have a diverse, hardworking and collegial team of professionals representing different levels of experience across the financial services and asset management industry. Our team environment promotes open communication, ability... 
    Suggested

    Merit Personnel & Consulting

    New York, NY
    4 days ago
  • $135k - $195k

     ...investment management and implementation of high-net-worth portfolios • understanding of tax implications in portfolio management and the SMA industry • proficiency in analytical tools such as Bloomberg, Barra, and FactSet • familiarity with model delivery and Unified... 
    Suggested
    Full time
    Flexible hours

    UBS

    New York, NY
    7 days ago
  •  ..., serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. We traditionally partner with institutional investors, asset managers, and the wealth management firms to Bring Investment... 
    Suggested
    Daily paid
    Temporary work
    Work at office
    Flexible hours

    Vident Asset Management

    Alpharetta, GA
    more than 2 months ago
  • $110k - $185k

    Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management...
    Suggested
    Full time
    Temporary work

    Morgan Stanley

    New York, NY
    1 day ago
  • A leading financial services firm is seeking a Tax-Smart Portfolio Manager - Vice President to manage tax-aware investment strategies. The role involves daily management of separate managed account portfolios, requiring extensive analytical skills, and the ability to translate...
    Suggested

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  • $81k - $118k

     ...Degree in an Engineering discipline Universal Technician for CFC's (or within 90 days of employment) Operating Engineers license (SMA) or equivalent #HVACjobs This position does not provide visa sponsorship. Candidates must be authorized to work in the United... 
    Suggested
    Hourly pay
    Daily paid
    Full time
    For contractors
    Work experience placement
    Work at office
    Local area
    Day shift

    *US AMR-Jones Lang LaSalle Americas, Inc.

    Raleigh, NC
    2 days ago
  •  ...Developing and/or writing and implementation of each client’s person-centered support plans, (CSSP) Coordinated Service and Support Plan, (SMA) Self-Management Assessment, and (IAPP) Individual Abuse Prevention Plan; ~ Knowledge and understanding of behavior support and... 
    Full time
    Work experience placement
    Work at office
    Shift work

    A New Direction For Youth

    Minneapolis, MN
    13 days ago
  •  ...equivalent (post-secondary education in electrical/mechanical fields is an asset) State certified Journeyman license - preferred SMA PCS Preventive & Corrective Maintenance certification - an asset Experience with Powin batteries is a plus Knowledge of... 
    Hourly pay
    Full time
    Weekend work

    Spark Power

    Rosamond, CA
    2 days ago
  • $110k - $150k

     ...Business Development Associate 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 clients... 
    Apprenticeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours
    1 day per week

    Illinois Staffing

    Philadelphia, PA
    1 day ago
  •  ...Health Program's (DHP) multiple accounting systems. Evaluate the progress of Defense Health Agency (DHA) and Service Medical Activity (SMA) assertion status. Provide guidance and direction to the DHP expense cycle processes that impact DHP financial statements. Resolve... 
    Weekend work

    U.S. Department of Defense

    Galena, OH
    3 days ago
  • $28.7 - $39.47 per hour

     ...OAS Program Management Role and Responsibilities Overview: On-time in Full (OTIF) Management Separately Managed Account (SMA) Administration Remedy Order Management Remodel Support FET Support (professional services, educational frameworks, technical... 
    Hourly pay
    Full time
    Work experience placement

    Johnson Controls

    Bentonville, AR
    1 day ago
  •  ...administrasi Melakukan follow up tugas-tugas dari bagian terkait Menyusun agenda meeting dan membuat notulen rapat Requirements Min . SMA / S1 Semua Jurusan Menyukai pekerjaan administrasi Benefits Tunjangan Makan & Transport BPJS Bonus Performance Training... 
    Full time

    PT

    New York, NY
    1 day ago
  •  ...Health Care (MECH) Building Owners and Managers Institute Systems Maintenance Technician (SMT) or Systems Maintenance Administrator (SMA) Certification Maintenance Electrician License 3rd Grade or higher Stationary Engineers License Craft or Trade Certification,... 
    Apprenticeship

    Memorial Hermann Health System

    Houston, TX
    3 days ago
  • $62.5k - $72.8k

     ...required. Completion of a vocational/trade program preferred 2+ years of similar working experience Operating Engineers license (SMA) or equivalent Certification as a Universal Technician for CFC’s (or within 90 days of employment) Ability to analyze the operation... 
    For contractors
    Work experience placement

    Jones Lang LaSalle

    Frisco, TX
    3 days ago
  • $70k - $80k

     ...Denver's premier Catholic, Independent school offering rigorous academics in its co-ed Preschool-Grade 8, and all-girls High School. SMA offers a safe, yet innovative program that embraces all student backgrounds, and fosters character and moral development from Preschool... 
    Full time

    St. Mary's Academy

    Englewood, CO
    6 days ago
  •  ...meetings (in person and/or via telephone) in accordance with the Account Management Plan for all assigned “A” Client Accounts. ~Annual SMA Renewals – Coordinate with Accounting. ~Monthly or periodic account calls – Support the escalations. ~Conduct Bi-Annual Client... 
    For subcontractor
    Work at office
    Work from home

    Earthsoft, Inc.

    Pensacola, FL
    5 days ago
  • $120k - $135k

     ...Requirements ~5+ years of experience at: (i) an investment adviser or commodity pool operator working with private investment funds or SMA investors; (ii) a securities compliance consulting firm; (iii) a law firm working on relevant matters; (iv) compliance division of a... 
    Full time
    Work at office
    Local area

    Voleon

    Berkeley, CA
    5 days ago
  •  ...equivalent required Completion of a vocational/trade program preferred 3+ years of similar working experience Operating Engineers license (SMA) or equivalent Certification as a Universal Technician for CFCs (or within 90 days of employment) Ability to analyze the operation... 
    For contractors
    Work experience placement

    Military, Veterans and Diverse Job Seekers

    Stafford, VA
    2 days ago
  • $95k - $125k

     ...and respond to ad hoc requests from investment teams Respond to inquiries from Clients, FAs and PM teams Interact with outsourced SMA Service provider on a daily basis Other duties as assigned Overall Requirements BA/BS in business or related field 3+ years’ experience... 
    Work at office
    Local area

    Franklin Templeton

    New York, NY
    3 days ago
  •  ...training sessions. Desire to obtain licenses and certifications required by Granite for advancement to Sr. Operating Engineer including SMA or SMT designations or appropriate maintenance electrical, HVAC contractor, or stationary engineer licenses. Ability to work... 
    For contractors
    Work at office
    Remote work
    Shift work

    Graniteprop

    Dallas, TX
    3 days ago
  • $150k - $200k

     ...Responsibilities: Business Development Partner with Business Development team to identify and research high potential prospects for SMA relationships Lead initial engagement and relationship-building with prospects, collaborating closely with the Managing Partner. Guide... 
    Temporary work

    RCP Advisors, LLC

    Chicago, IL
    10 hours ago