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Separately Managed Account Jobs (NOW HIRING)

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

$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 ...

Vestmark, Inc.

Trader

$75K - $90K/yr

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 ...

Fidelity TalentSource

Full Stack Engineer

Durham, NC · On-site

Responsibilities : • Developing software for Custom Separately Managed Accounts (Custom SMA) • Collaborating with a team to contribute to the design and development of software solutions • ...

Man Group plc

Tax Manager

Manhattan, NY · On-site

$122K - $160K/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 ...

Vestmark, Inc.

Operations Analyst

Wakefield, MA · On-site +1

$70K - $85K/yr

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

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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 Jul 3, 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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Separately Managed Account jobs near you
Account Executive

Account Executive

Meeder Investment Management

Remote

Full-time

Posted 23 days ago

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. 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, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
The Account Executive is responsible for managing select key accounts, maintaining a long-term relationship with clients and maximizing sales opportunities. The ideal candidate will be the lead point of contact for select client matters, anticipate client's needs, work within the company to ensure deadlines for clients are met, and help the client succeed.
Primary Responsibilities
  • Integral role in new business pitches and responsibility for the effective on-boarding of select key client partnerships
  • Acquiring a thorough understanding of key client needs and requirements.
  • Create a business plan for all current and prospective business opportunities.
  • Responsible for coordination and collaboration between clients and other relevant departments within the business.
  • Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics.

Critical Success Factors
  • Previous experience in Account Management or Territory sales on a national level.
  • Strong relationship building skills.
  • Highly self-motivated.
  • Excellent organization abilities.
  • Ability to multitask, prioritize, and manage time efficiently.
  • Excellent verbal and written communication skills; must be a listener, a presenter, and a people-person.

Skills Required
  • Bachelor's degree.
  • 5-7 years of key account experience, within the investment industry
  • Experience in financial sales and providing solutions based on client needs.
  • Appropriate Securities Licenses -preferably- Series 6, 66 or 7

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