ZipRecruiter

Log In

1

Separately Managed Account Jobs (NOW HIRING)

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 ...

USAA

Product Management Director - ISCO Managed Accounts

Plano, TX · On-site +1

$217K - $228K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... portfolios, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and other ... The ideal candidate combines deep knowledge of managed account platforms and investment products ...

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 ...

USAA

Product Management Director - ISCO Managed Accounts

Plano, TX · On-site

$217K - $228K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... portfolios, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and other ... The ideal candidate combines deep knowledge of managed account platforms and investment products ...

USAA

Product Management Director - ISCO Managed Accounts

Plano, TX · Hybrid

$223K - $233K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... portfolios, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and other ... The ideal candidate combines deep knowledge of managed account platforms and investment products ...

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 ...

TIAA

AVP, Global Media Relations

Dallas, TX · On-site

$101K - $121K/yr

  • Medical

  • Life

  • Retirement

A strategic emphasis will be placed on Brooklyn Investment Group, Nuveen's direct indexing separately managed account business, and the firm's growing alternatives for wealth platform - two high ...

Invesco

Senior SMA Business Manager

New York, NY · Hybrid

$125K - $155K/yr

  • Medical

  • Retirement

  • PTO

Reporting to Invesco Managed Account's Chief Operating Officer, the Senior SMA Business Manager plays a key role in driving the growth and evolution of Invesco's Separately Managed Accounts Platform.

Invesco

Senior SMA Business Manager

Seattle, WA · Hybrid

$125K - $155K/yr

  • Medical

  • Retirement

  • PTO

Reporting to Invesco Managed Account's Chief Operating Officer, the Senior SMA Business Manager plays a key role in driving the growth and evolution of Invesco's Separately Managed Accounts Platform.

TIAA

AVP, Global Media Relations

Frisco, TX · On-site

$101 - $121/hr

  • Medical

  • Life

  • Retirement

A strategic emphasis will be placed on Brooklyn Investment Group, Nuveen's direct indexing separately managed account business, and the firm's growing alternatives for wealth platform -- two high ...

previous pagenext page

Showing results 21-40

All JobsBusiness JobsSeparately Managed Account Jobs

Separately Managed Account information

See salary details

$28K

$45.4K

$66K

How much do separately managed account jobs pay per year?

As of Aug 18, 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 is a separately managed account?

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.

What are the typical responsibilities of a separately managed account manager, 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 skills and qualifications are needed to thrive as a separately managed account portfolio manager?

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.

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 August 2026, with employment types broken down into 97% Full Time, and 3% Contract. Highlights an 88% In-person, 6% Hybrid, and 6% Remote job distribution, with an average salary of $45,356 per year, or $21.8 per hour.

Product Management & Operations Analyst

Advisors Asset Management

Princeton, NJ

$65K - $85K/yr

Full-time

Posted 11 days ago

Job description

Product Management amp; Operations Analyst

Advisors Asset Management (AAM) seek a motivated, detail-oriented Product Management amp; Operations Analyst to support the Asset Management Solutions business. This entry-level role is ideal for a recent college graduate looking to build a career in financial services, asset management, investment operations, and product management. The Analyst will support AAM’s product platform, including mutual funds, separately managed accounts (SMAs), unified managed accounts (UMAs), and interval funds, while gaining exposure to product management, operations, reporting, platform support, and business controls. The successful candidate will be expected to obtain FINRA Series 7 and Series 66 licenses within the first year of employment.

Location: Princeton, NJ

Salary Range: $65,000 - $85,000 per year (starting salary determined by experience and qualifications)

Key Responsibilities:

Product Management amp; Platform Support –

  • Support the management and maintenance of AAM investment products.
  • Assist with onboarding products to third-party investment platforms.
  • Help coordinate platform agreements, fee schedules, and operational requirements.
  • Partner with internal teams including Sales, Marketing, Operations, Client Service, Technology, and Compliance.
  • Track project deliverables and support product-related initiatives.
  • Respond to inquiries from internal and external business partners.

Operations amp; Account Administration –

  • Support account onboarding, maintenance, and other product-related operational activities.
  • Assist with account, transaction, and data reconciliations.
  • Research and resolve operational discrepancies with internal and external partners.
  • Support portfolio accounting and reporting for third-party SMA strategies.
  • Assist with manager payment processing and reconciliations.
  • Coordinate subscription and onboarding documentation with fund administrators and service providers.
  • Support interval fund cash movement, wiring, and reconciliation activities.

Reporting, Analytics amp; Controls –

  • Prepare reports on assets under management (AUM), sales, flows, and platform activity.
  • Assist with quarterly reporting, board materials, and manager reporting.
  • Maintain process documentation and operational procedures.
  • Support compliance, due diligence, and control-related activities.
  • Help coordinate recurring meetings, reviews, and reporting schedules.

Qualifications amp; Skills:

  • Bachelor’s degree in finance, economics, business, accounting, or a related field.
  • Working knowledge of investment markets, securities, portfolio accounting, and financial operations.
  • Strong analytical, organizational, and project management skills, with the ability to manage multiple priorities and meet deadlines.
  • Excellent attention to detail, with the ability to identify, research, and help resolve data, operational, and process-related issues.
  • Strong written and verbal communication skills, with the ability to collaborate effectively across business, operational, technology, and compliance teams.
  • Proficiency in Microsoft Office, particularly Excel; experience with pivot tables, lookups, VBA/macros, or investment operations systems is a plus.
  • Must obtain and maintain FINRA Series 7 and Series 66 licenses within 12 months of hire.

With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.

The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.

As of March 31, 2026, the brokerage and advised business at AAM represents approximately $12.7 billion in assets. (Assets under supervision represent $6.6 billion in UIT assets. The firm has $3.9 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.2 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.

AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.

Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.

Apply