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Separately Managed Account Jobs (NOW HIRING)

Neuberger Berman

SMA Portfolio Manager

New York, NY · On-site

$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 ...

Palnar

Trading Systems Tech Lead

Newark, NJ · On-site

Client is actively pursuing a qualified Trading Systems Technology Lead to support their growing Separately Managed Account (SMA) and other trading business groups in the utilization of technology ...

Vestmark, Inc.

Trader

OR · Remote

Bachelor's degree in a related field * 1-3+ years of experience in the Separately Managed Account (SMA), Unified Managed Account (UMA) or wealth management industry * Strong analytical skills and ...

Vestmark, Inc.

Operations Analyst

Wakefield, MA · Hybrid

Familiarity with Separately Managed Accounts (SMAs), including workflows, account structures, and operational requirements. * Advanced desktop skills, particularly in Microsoft Excel (pivot tables ...

Meeder Investment Management

Account Executive

Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts ...

Meeder Investment Management

Account Executive

Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts ...

Man Group

Tax Manager

New York, NY · On-site

$121K - $159K/yr

Directing and overseeing tax compliance for Man's non-Section 475(f) hedge funds and separately managed accounts, including oversight of all federal, state, and investor-level tax reporting (e.g ...

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All JobsSeparately Managed Account Jobs

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 17, 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:
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Separately Managed Account jobs near you
Infographic showing various Separately Managed Account job openings in the United States as of June 2026, with employment types broken down into 80% Full Time, 10% Part Time, and 10% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $45,356 per year, or $21.8 per hour.
Managing Regional Director, US Offshore

Managing Regional Director, US Offshore

Natixis Investment Managers

Miami, FL • On-site

Full-time

Posted 8 days ago

Job description

Description
Mnging. Regnl. Directors, US Offshore (Fin. Serv. Sales Agent)
Natixis Investment Managers International, LLC
Job Location: 777 Brickell Avenue, Suite 500, Miami, FL 33131
Travel: Travel will be required 25% of the time; 90% domestic and 10% international.
Telecommuting: Telecommuting is available, must be in the office at least 3 days per week.
Responsibilities:
The Managing Regional Director, an individual contributor, is a senior level Financial Service Sales Agent, responsible for driving sales and asset growth of Natixis's International Distribution's cross-border funds and retail separately managed accounts. Working within Natixis's Latin America and US Offshore team as an external wholesaler, the individual will be responsible for building and maintaining relationships with US-based financial advisors in Texas and Florida who provide service to non-resident clients. A key driver of success will be to cultivate and maintain relationships with US-based financial advisors who provide service to non-resident clients with the purpose of positioning and selling Natixis's cross-border funds and retail separately managed accounts.
  • Identify, develop, and maintain business relationships with US-based offshore financial advisors in Texas and Florida at broker-dealer and bank segments.
  • Become versed in Natixis's cross-border funds and retail separately managed accounts in order to proactively educate, motivate, train, and convey sales and product ideas to financial advisors
  • Work closely with and leverage the internal wholesaler in order to handle inbound and outbound calls and emails, requests for product information, and meetings/calls with investment affiliates and research team.
  • Develop and execute a business plan that incorporates team members and other Natixis resources, including research, marketing, affiliate relations, operations, and product teams.
  • Meet and exceed territory sales goals that are developed by sales management.
  • Apply understanding of cross-border funds and separately managed accounts, as well as key actors in the US Offshore asset management and wealth management industries.
  • Act as a highly skilled communicator/presenter of market and portfolio information.
  • Apply thorough knowledge of global markets, with the ability to speak to current trends and themes
  • Apply proven networking skills with ability to build and service long-term, quality relationships with a broad range of financial advisors.
  • Utilize a proactive and consultative sales approach. Work independently within a collaborative team environment.
  • Apply strong territory, business, time, budget management, and organizational skills; and develop and communicate a business plan to team members for the purpose of achieving sales goals.

Requirements & Qualifications:
Employer requires a Bachelor's degree in finance, International Business, or a related field and five (5) years of experience in financial services. In addition, the employer requires the following:
  • Expertise with offshore mutual fund sales/distribution gained through five (5) years of work experience;
  • Must be willing to obtain Series 7 and Series 63 within 6 months of hire;
  • Must possess at least one FINRA license or other finance-related professional designation, such as CIMA or CFA; and
  • In-depth knowledge of US-based financial advisors in assigned region(s).

All years of experience may be gained concurrently.
This position is eligible for Natixis' Employee Referral Program.
Applicants can send resumes to Abby McVeigh, Natixis Investment Managers International, LLC, 888 Boylston Street, Boston, MA 02199 (Project SV2026) or online at https://app.jobvite.com/j?aj=orBjAfwF&s=NIM_website.
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