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Separately Managed Accounts Jobs (NOW HIRING)

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 ...

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 ...

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 ...

Golub Capital

Manager, Fund Accounting

Chicago, IL · On-site

The team provides accounting and / or reporting for internal vehicles, limited partnerships, and separately managed accounts pursuant to the governing limited partnership and investment management ...

Golubcapital

Manager, Fund Accounting

Chicago, IL · On-site

The team provides accounting and / or reporting for internal vehicles, limited partnerships, and separately managed accounts pursuant to the governing limited partnership and investment management ...

Invesco

Senior SMA Business Manager

Seattle, WA · Hybrid

$125K - $155K/yr

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.

BlackRock

Associate, Portfolio Specialist

Princeton, NJ · On-site

About this role BlackRock's Separately Managed Account Solutions (SMA Solutions) is seeking a Portfolio Specialist to work within the dynamic and fast-paced environment of our Fixed Income SMA Team ...

Invesco

Senior SMA Business Manager

New York, NY · Hybrid

$125K - $155K/yr

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.

Consultative Search Group

Analyst

Los Angeles, CA · On-site

$85K - $115K/yr

Overseeing the monthly closing process for separately managed accounts, commingled opened funds and employee funds; which may include reconciling portfolio data, calculating management fees and the ...

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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 Aug 10, 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 account professional do?

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 skills and qualifications are needed for a separately managed account professional?

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 account professional?

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.

More about Separately Managed Accounts jobs
What cities are hiring for Separately Managed Accounts jobs? Cities with the most Separately Managed Accounts job openings:
What states have the most Separately Managed Accounts jobs? States with the most job openings for Separately Managed Accounts jobs include:
What job categories do people searching Separately Managed Accounts jobs look for? The top searched job categories for Separately Managed Accounts jobs are:
Separately Managed Accounts jobs near you
Infographic showing various Separately Managed Accounts job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 15% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $113,124 per year, or $54.4 per hour.

Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)

Invesco

New York, NY • On-site

Full-time

Medical, Retirement, PTO

Re-posted 3 days ago

Invesco rating

9.7

Company rating: 9.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

About Invesco
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
  • Flexible paid time off
  • Hybrid work schedule
  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
  • Health & wellbeing benefits
  • Parental Leave benefits
  • Employee stock purchase plan

Job Description
Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)
Your Team
The Solutions & Custom Strategies Technology team partners with Invesco's wealth and asset management business to deliver scalable, flexible technology solutions supporting model portfolios, separately managed accounts (SMAs), and customized investment strategies. Invesco's platform enables financial advisors and institutions to deliver personalized equity and fixed income solutions through custom model portfolios and SMAs tailored to client objectives, risk preferences, and tax considerations. These solutions leverage open architecture, advanced analytics, and centralized technology platforms to deliver scalable, client-centric investment outcomes. The technology organization supports this ecosystem through modern cloud, data, and AI capabilities that enable personalization at scale across the wealth management landscape.
Your Role
As Director, Solutions & Custom Strategies Technology, you will lead the technology domain supporting wealth platforms, model portfolios, and SMA capabilities across equities and fixed income. You will oversee both delivery and architecture for solutions that enable portfolio construction, customization, and distribution across advisors and platforms. This role requires strong expertise in wealth technology, including model portfolio ecosystems, SMA platforms, and advisor workflows. You will lead through subordinate managers while partnering with investment, distribution, and product teams to deliver scalable, data-driven solutions powered by Snowflake and AI.
You Will Be Responsible For:
  • Leading the end-to-end technology strategy and execution for model portfolios, SMAs, and custom investment solutions across the wealth channel
  • Managing and developing subordinate leaders and teams delivering advisor-facing and portfolio construction platforms
  • Enabling the delivery of custom model portfolios and SMA solutions, supporting personalized investment strategies across equities and fixed income
  • Driving the architecture of portfolio construction, model management, and distribution platforms integrated with advisor and custodian ecosystems
  • Building and scaling data platforms leveraging Snowflake to unify portfolio, client, market, and performance data across wealth workflows
  • Enabling advanced analytics, portfolio insights, and personalization through AI-driven capabilities (e.g., client personalization, portfolio optimization, and advisor insights)
  • Translating business strategy into scalable technology and data roadmaps supporting growth in managed accounts and model-based solutions
  • Partnering with product, distribution, and advisory teams to align technology capabilities with client needs and evolving wealth management trends
  • Ensuring strong governance, risk management, and regulatory compliance across managed accounts and advisory platforms
  • Driving integration with third-party platforms, including custodians, trading systems, and portfolio management tools

The Experience You Bring:
  • Extensive experience leading technology organizations within wealth management or asset management environments
  • Deep expertise in wealth technology platforms, including model portfolio systems, SMA platforms, and advisor workflows
  • Strong understanding of custom model portfolios and separately managed accounts (SMAs), including portfolio construction, customization, and tax-aware strategies
  • Experience supporting investment strategies across equities and fixed income, including multi-asset portfolio construction and asset allocation
  • Proven experience implementing Snowflake or similar cloud-based data platforms to support investment analytics, reporting, and personalization
  • Experience leveraging AI and advanced analytics to deliver client personalization, portfolio insights, or advisor productivity solutions
  • Strong understanding of portfolio modeling, asset allocation frameworks, and performance analytics
  • Proven ability to lead managers and senior engineers in a complex, global organization
  • Strong cloud engineering and architecture experience, including integration of front-, middle-, and back-office systems
  • Ability to influence senior stakeholders across investment, product, and distribution organizations

The salary range for this position in New York City is $240,000 - $260,000 year.
The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace Model
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

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