Asset Manager Solutions Specialist (in person Local WPB)

West Palm Beach, FL - USA

Monthly Salary: Not Disclosed

Posted on: 28-10-2025

Vacancies: 1 Vacancy

Job Summary

SMArtX Advisory Solutions a rapidly growing financial services technology company based in West Palm Beach Florida seeks aAssetManagerSolutions Specialistto join our Manager Solutions team. This team is responsible for the recruitment onboarding and ongoing relationship management of all third-party asset managers on the SMArtX platform.
About the Role
As an Asset Manager Solutions Specialist you will manage the end-to-end onboarding process for new asset managers ensuring a seamless and efficient experience. You will be vital in organizing and executing onboarding workflows managing product builds maintaining a pipeline of new managers and serving as a key point of contact across multiple internal teams.
This is an exciting opportunity for a detail-oriented proactive individual passionate about financial services and investment technology.
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:

03 years of professional experience in the financial services industry.
Strong organizational skills to manage deliverables and timelines effectively.
Excellent communication skillswritten 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.
Bachelors degree preferably in Finance or a related field.
In Office Position - Headquarters in Downtown West Palm Beach

Preferred:

Experience in financial technology.
Project management experience.
Familiarity with Salesforce CRM.

Why SMArtX
Founded in 2018 SMArtX Advisory Solutions is at the forefront of innovation in the wealth management space. We foster a professional yet relaxed culture that values initiative collaboration and growth. If youre excited to work in a dynamic high-growth environment with a mission to transform investment technology we encourage you to apply.
To Apply: Please submit your resume.

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:

03 years of professional experience in the financial services industry.
Strong organizational skills to manage deliverables and timelines effectively.
Excellent communication skillswritten 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.
Bachelors degree preferably in Finance or a related field.
In Office Position - Headquarters in Downtown West Palm Beach

Preferred: