Director, SMA Model Specialist
Janus Henderson Investors•West Palm Beach, FL
•$140,000 - $150,000•Hybrid
About The Position
Richard Bernstein Advisors (RBA), recently acquired by Janus Henderson Investors, is a leading macro-driven, multi-asset investment and asset allocation team. This team specializes in delivering differentiated model portfolios and SMA solutions grounded in top-down economic research and disciplined portfolio construction. This role will play a critical part in driving adoption of SMAs and model portfolios across financial advisors and distribution channels.
Requirements
- 5–10+ years of experience in asset management, wealth management, or portfolio strategy
- Strong knowledge of advisor distribution channels (RIA, wirehouse, TAMPs)
- Proven ability to present complex investment concepts to financial advisors
- Bachelor’s degree required
Nice To Haves
- CFA designation or progress toward CFA charter
- Experience with SMA, model portfolios, or multi-asset solutions strongly preferred
- Experience working with global/multi-asset portfolios
Responsibilities
- Partner with assigned Advisor Solutions Group (ASG) Directors to drive SMA and model portfolio adoption across financial advisors
- Conduct advisor meetings, portfolio reviews, and due diligence presentations
- Support new business development and retention efforts through consistent field engagement
- Act as the primary investment resource within the territory
- Serve as subject-matter expert on SMA strategies, model portfolios, and asset allocation
- Translate investment insights into actionable portfolio recommendations for advisors
- Be a subject matter expert on the multi-asset macro investing group thought leadership and positioning
- Participate in advanced portfolio construction discussions with advisors and internal teams
- Deliver the unique intellectual capital of the SMA Model group to financial advisors with the intent of Advisor adoption.
- Support onboarding and expansion across SMA and model platforms (wirehouses, RIAs, TAMPs)
- Guide advisors on implementation approaches (SMA vs model delivery, customization, restrictions)
- Partner with internal teams to resolve operational and platform-related issues
- Drive asset growth across key distribution channels
- Support positioning of SMA/model solutions based on channel dynamics
- Identify opportunities to expand usage within existing advisor relationships
- Provide field insights on advisor demand, competitive trends, and platform dynamics
- Partner with product, marketing, and investment teams to enhance solution positioning
- Carry out other duties as assigned
Benefits
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Excellent Health and Wellbeing benefits including corporate membership to Wellhub
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
- Annual Bonus Opportunity
- competitive compensation
- pension/retirement plans
- various health, wellbeing and lifestyle benefits
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What This Job Offers
Job Type
Full-time
Career Level
Director
