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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$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...SuggestedFull timeTemporary workWork at officeFlexible hoursNight shift$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$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$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- 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
$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...SuggestedFull timeTemporary workWork at officeLocal area$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...SuggestedLocal areaShift work- 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
- 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
$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...SuggestedFull timeFlexible hours- ..., 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...SuggestedDaily paidTemporary workWork at officeFlexible hours
$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...SuggestedFull timeTemporary work- 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
$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...SuggestedHourly payDaily paidFull timeFor contractorsWork experience placementWork at officeLocal areaDay shift*US AMR-Jones Lang LaSalle Americas, Inc.
Raleigh, NC2 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 timeWork experience placementWork at officeShift work
A New Direction For Youth
Minneapolis, MN13 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 payFull timeWeekend work
$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...ApprenticeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours1 day per week- ...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
$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 payFull timeWork experience placement- ...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
- ...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
$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 contractorsWork experience placement$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 timeSt. Mary's Academy
Englewood, CO6 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 subcontractorWork at officeWork from home
$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 timeWork at officeLocal area- ...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 contractorsWork experience placement
$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 officeLocal area- ...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 contractorsWork at officeRemote workShift work
$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
