Senior Associate Director, SMA Model Specialist

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for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Must preserve all substantive info. We need to parse the posting. Let's extract sections: - "Why work for us?" is like About the role? Actually it's mission/values. Could be "About the role" or maybe "About us". But we must use headings from list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content. Content includes: Mission, values, purpose: "Why work for us? A career at Janus Henderson is more than a job...". That's about the company, could be "About the role"? Actually "About the role" is about the job. But we have a separate "Your opportunity" describing the role. So maybe "About the role" can contain the mission/values and description of the role? But we also have a detailed description of responsibilities under headings: Territory Coverage & Advisor Engagement, Investment Expertise & Portfolio Support, Platform & SMA Implementation Support, Growth & Commercial Contribution, Internal Collaboration & Feedback. Those are responsibilities. We also have "What to expect when you join our firm": hybrid working, holiday policies, health and wellbeing benefits, paid volunteer time, professional development, maternal/paternal leave, employee events, complimentary beverages, snacks, happy hours. That's benefits. We have "Must have skills": 4-5 years experience, knowledge of advisor distribution channels, ability to present complex concepts, Bachelor's degree required. That's qualifications/requirements. We have "Nice to have skills": CFA designation, experience with SMA/model portfolios, multi-asset, global/multi-asset. That's skills (nice-to-have). Could be under Skills. We have "Supervisory responsibilities": No. We have "Potential for growth": Mentoring, Leadership development programs, Regular training, Career development services, Continuing education courses. That's maybe under Benefits? Or could be under "Benefits" or "Pay"? Probably under Benefits (development). But we have separate Benefits section already. We have "Compensation information": base salary range $110,000 - $125,000, estimated, actual may differ, position open through Sep 30 2026 (Colorado law). Also Annual Bonus Opportunity description. That's Pay. We have "Benefits: Janus Henderson is committed to offering a comprehensive total rewards package..." That's benefits again but we already have benefits from "What to expect". Might duplicate. We need to preserve all substantive info, but avoid duplication. We can combine. We also have EEO statement etc which we must remove. We must not include sections with placeholder/filler like "commensurate with experience". Not present. We must not create Pay/Schedule/Benefits sections unless posting actually states them. We have Pay (salary range). We have Benefits (multiple). We have Schedule? Not explicitly stated; hybrid working mentioned under "What to expect". That's schedule? Could be considered schedule (hybrid working). But we have no explicit schedule like full-time, part-time, hours. The posting mentions hybrid working and reasonable accommodations. That could be schedule. But we need to decide: Should we include Schedule section? The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting states hybrid working and reasonable accommodations, which is about work arrangement/schedule. So we could include Schedule with that info. However we also have hybrid working under Benefits? Actually it's under "What to expect". Might be better to put under Schedule. But we also have "Hybrid working and reasonable accommodations" as a bullet under What to expect. So we can put that in Schedule. Now we need to decide headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to avoid redundancy: Requirements vs Qualifications vs Skills. Usually Requirements are mandatory, Qualifications maybe education, Skills are abilities. But we can combine. We have "Must have skills" which are requirements: 4-5 years experience, knowledge of advisor distribution channels, ability to present complex concepts, Bachelor's degree required. That's both requirements and qualifications. We have "Nice to have skills": CFA, experience with SMA/model portfolios, multi-asset, global/multi-asset. Those are nice-to-have skills. We also have "Supervisory responsibilities: No" - could be omitted as not substantive? It's a statement but maybe we can drop as it's just "No". Might be considered filler? It's not placeholder like N/A but it's a definite answer. Could include under Responsibilities? Probably not needed. We can omit. We have "Potential for growth" list: Mentoring, Leadership development programs, Regular training, Career development services, Continuing education courses. That's benefits (development). Could go under Benefits. We have "What to expect when you join our firm": list of benefits (hybrid working, holiday policies, health and wellbeing, paid volunteer time, professional development, tuition reimbursement, maternal/paternal leave, employee events, complimentary beverages, snacks, happy hours). That's benefits. We also have separate Benefits paragraph about total rewards package. Could merge. Thus Benefits section will contain all those. Pay section: base salary range, annual bonus opportunity description. Schedule section: hybrid working and reasonable accommodations. Now About the role: Could contain mission, values, purpose, and description of the role overview (Your opportunity). Let's capture: "Why work for us? 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." That seems appropriate for About the role. Now Responsibilities: The bullet points under the headings: Territory Coverage & Advisor Engagement, Investment Expertise & Portfolio Support, Platform & SMA Implementation Support, Growth & Commercial Contribution, Internal Collaboration & Feedback. We'll combine into a

• list. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep each bullet as is. Let's extract each bullet: 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: - 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 Now Requirements/Qualifications/Skills: We need to decide which headings to use. We have Must have skills (requirements) and Nice to have skills (skills). Also we have "Supervisory responsibilities No" maybe not needed. We could use Requirements for mandatory items, Qualifications for education/degree, Skills for nice-to-have. But we have only one heading for Requirements and one for Qualifications and one for Skills. Let's map: - Requirements: 4-5 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. - Qualifications: Bachelor’s degree required. - 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. We could also include "Supervisory responsibilities No" under Requirements? Probably not needed. Now Benefits: Combine all benefits: From "What to expect when you join our firm": - Hybrid working and reasonable accommodations (but we moved hybrid to Schedule; we could keep hybrid under Benefits? But we decided Schedule for hybrid. However we might still include hybrid under Benefits? To avoid duplication, we should not duplicate. Let's keep hybrid under Schedule only. So Benefits will exclude hybrid. List: - 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 From "Potential for growth": - Mentoring - Leadership development programs - Regular training - Career development services - Continuing education courses From Benefits paragraph: "Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits." We already have health and wellbeing; we can add pension/retirement plans. Thus Benefits list includes: Generous Holiday policies, Excellent Health and Wellbeing benefits including corporate membership to Wellhub, Paid volunteer time, 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, Mentoring, Leadership development programs, Regular training, Career development services, Continuing education courses, Pension/retirement plans. We should avoid duplication: "Support to grow through professional development courses, tuition/qualification reimbursement and more" already covers professional development; we also have "Regular training", "Continuing education courses", "Career development services", "Leadership development programs", "Mentoring". Might be overlapping but we keep as posted. Now Pay: Base salary range $110,000 - $125,000, estimated, actual may differ. Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company,