Asset Manager Solutions Specialist - (in person Local WPB)

SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, seeks a AssetManager Solutions Specialist to 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:

• 0–3 years of professional experience in the financial services industry.
• Strong organizational skills to manage deliverables and timelines effectively.
• Excellent communication skills—written, 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.
• Bachelor’s 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 you’re 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.