- JPMorgan Chase (New York, NY)
- …various Asset Management businesses or Asset Management Operations/ Client Service areas + Experience in retail SMA client service or ... will execute on key strategic projects to enhance our SMA overall efficiency in our client service...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- BlackRock (Princeton, NJ)
- …metrics to senior management . As a function that sits within BlackRock SMA Solutions team, the SMA Alternative Operations team strives to cultivate strong ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...Execute on the daily cash & positions reconciliation of SMA Alts Client Accounts across multiple sponsor… more
- JPMorgan Chase (New York, NY)
- …As a Separately Managed Accounts ( SMA ) Marketing Senior Associate within Asset Management , you will work with investment teams and internal business ... Asset Management 's US Product Marketing team...and each other. **Job responsibilities:** + Develop engaging and client -centric Tax-Smart SMA product content through creative… 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
- 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
- Edward Jones (St. Louis, MO)
- …discretionary client accounts, Bridge Builder mutual funds, sub-adviser funds, Asset Allocation models, and other investment processes. As an Investment Risk ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...Advisory multi- asset class models, Bridge Builder funds, asset allocation models, and SMA equity portfolios… more
- BlackRock (Sausalito, CA)
- …equivalent in an in-house environment or law firm . Some experience in the asset management industry, with knowledge of investment management and ... **About this role** **About BlackRock SMA Solutions** BlackRock SMA Solutions helps... Client Contract Associate to support our growing Client Operations and Client Experience Management… more
- BlackRock (Atlanta, GA)
- …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
- Aristotle Capital Management (Denver, CO)
- …and retains talented investment professionals through a culture focused on research, investment management and client success. We are currently seeking a Senior ... Wirehouse - Wealth Management channels: highly desired + Working knowledge of SMA , UMA, mutual funds: required + Proactive phone work: required + Proven track… more
- BlackRock (San Francisco, CA)
- …analytics to facilitate sales + Individuals with a strong passion for the asset management industry and capital markets **Primary Responsibilities:** + Embrace ... an assigned territory to help identify, develop, and own client relationships. As the world's largest asset ...CIMA or CFA preferred + Minimum 3+ years in asset management sales + Strong financial services… more