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.
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 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
What to expect when you join our firm
- 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
- Maternal/paternal leave benefits and family services
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
Must have skills
- 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 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
Supervisory responsibilities
Potential for growth
- Mentoring
- Leadership development programs
- Regular training
- Career development services
- Continuing education courses
Compensation information
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.
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, department, team and individual performance.
Benefits: 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. To learn more about our offerings please visit the Why Join Us section on the career page here.
