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Separately Managed Accounts Jobs (NOW HIRING)

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 ...

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 ...

Man Group plc

Tax Manager

Manhattan, NY

$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 ...

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Separately Managed Accounts information

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$11K

$113.1K

$156.5K

How much do separately managed accounts jobs pay per year?

As of Jun 16, 2026, the average yearly pay for separately managed accounts in the United States is $113,124.00, according to ZipRecruiter salary data. Most workers in this role earn between $95,000.00 and $110,000.00 per year, depending on experience, location, and employer.

What does a Separately Managed Accounts job entail?

A Separately Managed Accounts (SMA) job typically involves managing investment portfolios for individual clients, institutions, or financial advisors. Professionals in this role research investment opportunities, construct portfolios, and monitor performance to meet client-specific goals. They work closely with portfolio managers, analysts, and clients to ensure that portfolios are customized and aligned with risk tolerance and financial objectives. Responsibilities may also include reporting, compliance oversight, and adapting strategies to market conditions. Strong analytical skills, knowledge of financial markets, and attention to detail are essential for success in this role.

What are the key skills and qualifications needed to thrive in the Separately Managed Accounts position, and why are they important?

To excel in a Separately Managed Accounts (SMA) role, you need a solid grounding in investment management, portfolio analysis, and a relevant educational background such as a degree in finance or economics. Familiarity with portfolio management systems, client relationship management (CRM) software, and certifications like the CFA or Series 65 can be highly beneficial. Strong interpersonal skills, attention to detail, and the ability to communicate complex investment strategies are crucial for success in client-facing situations. These abilities are essential for efficiently managing individualized investment portfolios while building and maintaining trust with clients.

What are the primary responsibilities of a Separately Managed Accounts professional on a daily basis?

Professionals working with Separately Managed Accounts are responsible for tailoring investment portfolios to meet the specific goals and risk profiles of individual clients. This typically involves conducting ongoing portfolio analysis, executing trades, monitoring market trends, and making informed adjustments to asset allocations. Additionally, SMA professionals regularly communicate with clients to review performance, address questions, and ensure portfolios remain aligned with changing needs. Team collaboration with analysts, compliance specialists, and client service teams is also a key part of the role. These tasks require a balance of analytical expertise and client-focused communication to deliver customized investment solutions.

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Separately Managed Accounts jobs near you
Infographic showing various Separately Managed Accounts job openings in the United States as of June 2026, with employment types broken down into 7% As Needed, 14% Full Time, and 79% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $113,124 per year, or $54.4 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 11 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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