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Separately Managed Account Jobs (NOW HIRING)

Corps Team

Client Service Associate

Manhattan, NY · Hybrid

$43 - $45/hr

This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office. Key Responsibilities / Duties * Responsible for new account set up, change requests ...

Corps Team

Client Service Associate

Seattle, WA · Hybrid

$43 - $45/hr

This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office. Key Responsibilities / Duties * Responsible for new account set up, change requests ...

Advisors Asset Management

Regional Vice President

Product concentration will be Separately Managed Accounts (SMA) and Open-end Mutual Funds. External Territory Available: New Jersey ESSENTIAL RESPONSIBILITIES : * Work collaboratively with Internal ...

BlackRock

Associate, Portfolio Manager

Princeton, NJ · On-site

About this Role BlackRock's SMA Solutions business is seeking a Separately Managed Account (SMA) Portfolio Manager to work within the dynamic and fast-paced environment of our Core PM SMA Team in the ...

Advisors Asset Management

Regional Vice President

Product concentration will be Separately Managed Accounts (SMA) and Open-end Mutual Funds. External Territory Available: New England - Eastern Massachusetts, New Hampshire, and Maine (must reside in ...

Neuberger Berman

SMA Portfolio Manager

New York, NY

$150K - $185K/yr

... Separately Managed Account Team and will lead the taxable business. Neuberger manages over $2.4 billion in high quality-focused, taxable investment grade separately managed accounts (SMAs), across ...

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Separately Managed Account information

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$28K

$45.4K

$66K

How much do separately managed account jobs pay per year?

As of Jun 9, 2026, the average yearly pay for separately managed account in the United States is $45,356.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $49,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Separately Managed Account (SMA) Portfolio Manager, and why are they important?

To thrive as an SMA Portfolio Manager, you need a deep understanding of investment strategies, portfolio construction, and financial markets, often supported by a degree in finance or a related field and certifications such as CFA. Expertise with portfolio management software, risk management tools, and compliance systems is typically required. Strong analytical thinking, attention to detail, and client communication skills help you tailor investment solutions and build trust. These abilities are crucial for delivering customized investment performance and maintaining regulatory compliance in a client-focused environment.

What is the difference between Separately Managed Account vs Financial Advisor?

AspectSeparately Managed AccountFinancial Advisor
CredentialsCertifications like CFA, CFP often preferredCFP, ChFC, or similar certifications common
Work EnvironmentTypically employed by asset management firms or financial institutionsIndependent or firm-based, providing personalized financial planning
Industry UsageUsed in investment management for high-net-worth clientsUsed broadly for comprehensive financial planning and investment advice

While a Separately Managed Account (SMA) is a specific investment vehicle managed on behalf of clients, a Financial Advisor provides holistic financial planning and investment advice, often utilizing SMAs among other products. SMAs are tailored investment portfolios, whereas Financial Advisors offer broader financial services.

What are the typical responsibilities of a professional managing Separately Managed Accounts (SMAs), and how do they work with clients and other team members?

Professionals managing Separately Managed Accounts (SMAs) are responsible for creating and implementing customized investment strategies tailored to individual client needs. They regularly monitor portfolio performance, conduct market research, and make adjustments based on changing market conditions or client objectives. Collaboration is key—they often work closely with relationship managers, compliance officers, and trading desks to ensure portfolios remain aligned with client goals and regulatory requirements. Additionally, SMA managers communicate regularly with clients to provide updates, discuss performance, and address any concerns, fostering strong client relationships and trust.

What is a Separately Managed Account (SMA)?

A Separately Managed Account (SMA) is a portfolio of assets managed by a professional investment firm for an individual investor. Unlike mutual funds, SMAs are customized to the investor’s specific financial goals, risk tolerance, and investment preferences. The investor directly owns the underlying securities, allowing for greater transparency and potential tax advantages. SMAs are often used by high-net-worth individuals seeking personalized investment management.
More about Separately Managed Account jobs
What cities are hiring for Separately Managed Account jobs? Cities with the most Separately Managed Account job openings:
What states have the most Separately Managed Account jobs? States with the most job openings for Separately Managed Account jobs include:
What job categories do people searching Separately Managed Account jobs look for? The top searched job categories for Separately Managed Account jobs are:
Separately Managed Account jobs near you
Infographic showing various Separately Managed Account job openings in the United States as of May 2026, with employment types broken down into 33% Part Time, and 67% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $45,356 per year, or $21.8 per hour.
Operations Analyst, Separately Managed Accounts

Operations Analyst, Separately Managed Accounts

SEI Investments

Oaks, PA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

SEI Investments rating

9.3

Company rating: 9.3 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Separately Managed Accounts team. Our primary goal is to provide exceptional accounting and administration servicing for our clients'. As an operations analyst you'll act as the liaison between investment managers and banks.

What you will do:

  • You will provide investment support to investment managers by overseeing the day-to-day changes on accounts. You will open/close accounts, process account maintenance items, perform daily/monthly trade and transaction reconciliations, and set up new securities.

  • You will perform quality control checks of new accounts and maintenance items in accordance with the departmental guidelines.

  • You will communicate with investment managers, banks and internal teams to review and correct any discrepancies in account information, transactions, holdings, or investment types. You will resolve any additional open issues and questions, reaching out to internal technology support and vendor support when necessary to resolve any production issues or system support queries.

  • We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a team with varied strengths and grow your career

What we need from you:

  • BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent experience.

  • Internship experience preferred.

  • Intermediate skills in Microsoft Excel.

  • The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.

  • Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.

  • Strong customer service skills as you will be communicating daily with your clients and other service providers.

What we would like from you:

  • A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments

  • Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy

  • Collaboration with internal and external partners. As the needs of our clients change, we need to be flexible to change with them

  • A Positive and congenial approach in assisting both colleagues and clients and the ability to work in team environment

  • Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business

  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/

For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 16 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more...


After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.


SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please, please ensure you have reviewed and adhere to our AI use guidelines.

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