Model Portfolio Specialist Job at Confidential Careers, Chicago, IL

dGV1enVjTnJ0a2hXMUhYemlUV2tEdTdyNWc9PQ==
  • Confidential Careers
  • Chicago, IL

Job Description

About Us : We are a leading equity management firm dedicated to providing innovative investment solutions to RIA’s. We are committed to delivering exceptional service and value through our comprehensive range of investment products and services.

Job Summary : The Business Development Manager will play a crucial role in the growth and success of this custom fintech offering. This role requires a deep understanding of the RIA/wealth advisor market, strong organizational skills, and the ability to collaborate with internal stakeholders to drive product revenue.

Responsibilities:

  • Identify New Business Opportunities: Research and identify potential clients and business opportunities within the wealth advisor market.
  • Build and Maintain Relationships: Develop and nurture relationships with financial advisors, wealth managers and key stakeholders at RIA firms.
  • Develop Strategies: Create and implement business development strategies to achieve company growth and profitability targets.
  • Market Analysis: Conduct market research to understand industry trends, customer needs, and competitive landscape.
  • Sales and Marketing: Collaborate with the sales and marketing teams to develop effective sales pitches, proposals, and presentations.

Qualifications :

  • Bachelor’s degree
  • Strong understanding of fintech solutions for advisors including reporting, trading, billing and proposal generation tools.
  • Experience selling into the wealth management/advisor space
  • Excellent organizational skills
  • Proven ability to navigate multiple internal teams and effectively communicate the department’s vision.
  • Strong communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite and CRM.

Benefits :

  • Competitive salary and performance-based bonuses.
  • Comprehensive health and dental insurance.
  • 401k

Job Tags

Similar Jobs

Central Dispatch Staffing Co LLC

Class B CDL B Route Delivery Driver Opening - Home Daily Job Job at Central Dispatch Staffing Co LLC

Class B CDL B Route Delivery Driver Opening - Home Daily Job***Apply today, start tomorrow*** Immediate Hire***Job Description:CDL B LOCAL Route Driver with a minimum of 1 years verified driving experience, No major moving violations on MVR, Recent Drug screen within... 

SimulStat's client

Remote Contract- Biostatistician Job at SimulStat's client

12 month remote renewable contractTop 3 Must Have Skill Sets:* SAS experience* Pharma industry experience* Statistical Analysis experience* Experience with claims databases (big plus)Work under the direction of Medical Affairs Statistics Disease Lead. Actively...

UNIQLO

Sr. Visual Merchandising Graphic Designer (Temp - Perm) Job at UNIQLO

 ...Company Overview: Apparel that comes from the Japanese values of simplicity, quality and longevity. Designed to be of the time and for the time, LifeWear is made with such modern elegance that it becomes the building blocks of each individuals style. A perfect shirt... 

Ultimate Staffing

3rd Shift Entry Level Production Operator Job at Ultimate Staffing

We have 2 different shifts available for Swing and 3rd shift. APPLY NOW! ~2nd Shift: 2:30pm-11pm - $22/hr ~3rd Shift: 10:30pm-6am or 11pm-6:30am $23/hr ~ Contract-to-Hire ~ Start ASAP ~ Weekly Pay ~ Benefits and Sick Time Top Skillsets required: ...

Aliante Casino + Hotel + Spa

Armed Security Officer Job at Aliante Casino + Hotel + Spa

 ...communities. Job Description Responsible for providing a safe and secure atmosphere for guests and Team Members and safeguard the...  ...may disqualify an officer from being armed. Prior experience in casino security (or similar field) preferred. Additional...