Global Banking & Markets, RIA Custody, Managed Accounts & Alternative Assets Platform, Associate - New York

About the Role

The Custody Solutions Managed Accounts Platform team owns our separately managed account (SMA) platform — the managers on it, the advisors and clients who use it, and the operating infrastructure behind it. We're hiring an Associate to help run that ecosystem: supporting relationships with third-party SMA managers and TAMPs, acting as a product specialist for advisors, contributing to the product roadmap, and coordinating with the operations, trading, and service functions that keep the platform running. It suits someone early-to-mid career who is equally comfortable in front of an advisor and in the detail of an operational workflow — and who wants exposure across the full product lifecycle rather than a single narrow function.

Key Responsibilities

• Manager & TAMP Relationship Management and Onboarding
  • Execute onboarding of new SMA managers and TAMPs — coordinating due diligence, contracting, model delivery setup, operational readiness, and go-live
  • Serve as a day-to-day point of contact for a portfolio of managers and TAMP partners; prepare and support periodic business reviews on flows, performance, and service quality
  • Work with Legal, Compliance, and Risk to progress agreements and ongoing oversight requirements
  • Track and report partner KPIs (assets, net flows, model delivery timeliness, error rates) and flag issues for remediation
• Client Engagement / Product Specialist
  • Act as a product specialist for investment advisors and prospects — supporting platform overviews, manager deep-dives, and sales presentations
  • Support sales and relationship teams with training materials, competitive positioning, and responses to escalated client questions
• Product Development
  • Contribute to the SMA/UMA roadmap — new manager and strategy additions, new capabilities, fee structures, and platform enhancements
  • Support business cases with market sizing, competitive benchmarking, economics, and operational feasibility analysis
  • Partner with Technology and Operations on requirements gathering, testing, and rollout
• Internal Coordination Across Operations, Trading, and Service
  • Coordinate across operations, trading, and service to ensure accounts run to standard
  • Triage platform issues, drive root-cause resolution with the relevant teams, and identify process improvements
  • Maintain platform documentation, procedures, and controls; support audit, risk, and regulatory reviews
  • Balance project work against recurring day-to-day operating requirements

Required Qualifications

• Background in asset management and/or RIA custody — exposure to SMAs, UMAs, model delivery, or managed account platforms at an asset manager, TAMP, broker-dealer, RIA, or custodian
• [3–6] years of relevant experience
• Client-facing capability — clear and credible communicator with advisors, clients, and external partners, with the ability to grow into senior-level settings
• Exceptional organizational skills — manages multiple concurrent workstreams, deadlines, and stakeholders without losing detail
• Cross-functional collaboration — gets outcomes through operations, trading, technology, legal, and sales without direct authority
• Ownership mentality — picks up projects and unresolved needs and runs with them to completion with limited oversight

Pay

The expected base salary for this New York, NY, United States-based position is $80,000-$135,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.