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Investment Management Documentation Negotiator

Manhattan, NY · On-site

$107.28/hr

Experience with separately managed account and investment management agreements preferred but not required (will train). Areas of expertise of the following areas are desirable: * Sound understanding ...

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$45.4K

$66K

How much do separately managed account jobs pay per year?

As of Jul 26, 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.
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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:
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Separately Managed Account jobs near you
Infographic showing various Separately Managed Account job openings in the United States as of July 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% 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.

Hybrid Operations Analyst - Separately Managed Accounts

181 SEI Global Services, Inc.

Oaks, PA • Hybrid

Full-time

Medical, Retirement, PTO

Posted 13 days ago

Job description

181 SEI Global Services, Inc. is seeking an Operations Analyst for its Separately Managed Accounts team in Oaks, Pennsylvania. The role focuses on providing exceptional investment support and managing account operations. Qualifications include a BA/BS in a relevant field and intermediate Excel skills. Notably, the position offers a hybrid working environment with comprehensive benefits including medical care, a strong retirement plan, and flexible paid time off. #J-18808-Ljbffr

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