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Director, SMA Model Specialist
Job in
West Palm Beach, Palm Beach County, Florida, 33409, USA
Listed on 2026-06-19
Listing for:
Janus Henderson Group
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A career at Janus Henderson is more than a job, it's about investing in a brighter future together.
Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
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.
Territory Coverage & Advisor Engagement
* 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
Investment Expertise & Portfolio Support
* 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.
Platform & SMA Implementation
* 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
Growth & Commercial Contribution
* 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
Internal Collaboration & Feedback
* 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
What to expect when you join our firm
* 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
Must have skills
* 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 have skills
* 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
Supervisory responsibilities
* No
Potential for growth
* Mentoring
* Leadership development programs
* Regular training
* Career development services
* Continuing education courses
Compensation information
The base salary range…
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