Director, SMA Model Specialist

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.

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

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 have

• 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

Qualifications

• No supervisory responsibilities
• Potential for growth: Mentoring, leadership development programs, regular training, career development services, continuing education courses

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
• Maternity/paternity leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

Pay

The base salary range for this position is $140,000-$150,000. This range is estimated for this role. Actual pay may be different. This position will be open through July 30, 2026.

Benefits

• Competitive compensation
• Pension/retirement plans
• Variety of health, wellbeing and lifestyle benefits

Equal Opportunity Employer

Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.