Asset Manager Solutions Specialist - (in person Local WPB)

About the role

This team is responsible for the recruitment, onboarding, and ongoing relationship management of all third-party asset managers on the SMArtX platform.

Key Responsibilities

• Lead the configuration and launch of new investment products on the SMArtX platform.
• Collaborate with third-party asset managers to collect and process onboarding materials.
• Maintain and monitor a pipeline of new manager engagements and product buildouts.
• Establish and maintain firm and product records on the platform.
• Track and verify investment performance data.
• Respond to asset manager inquiries via email and phone promptly and professionally.
• Generate and deliver ad-hoc reports as needed.

Qualifications

• Required:
• 0–3 years of professional experience in the financial services industry.
• Strong organizational skills to manage deliverables and timelines effectively.
• Excellent communication skills—written, verbal, and interpersonal.
• Self-starter with the ability to work independently in a fast-paced, deadline-driven environment.
• Collaborative mindset to build strong cross-functional relationships.
• Bachelor’s degree, preferably in Finance or a related field.
• PREFERRED:
• Experience in financial technology.
• Project management experience.
• Familiarity with Salesforce CRM.

This is an exciting opportunity for a detail-oriented, proactive individual passionate about financial services and investment technology.

To Apply: Please submit your resume.

More Details

| Employment Type: | Full Time |

| Location: | West Palm Beach , Florida , United States |

| Experience Required: | Associate |

| Date Published: | 27 Oct 2025 |