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

24 Seven Talent

Content Creator Job at 24 Seven Talent

 ...This role will support multiple multimedia brands across YouTube, podcast, and social content. You'll work closely with an internal...  ...bring content to life Experience: Experience scripting and producing social, podcast, or YouTube content Able to take direction and... 

Blue Signal Search

Safety Advisor, Field Operations Job at Blue Signal Search

 ...Safety Advisor, Field Operations Location: Challis, Idaho (primary project site) with nationwide travel Work Arrangement: Project based, on site rotation with paid travel Help build and sustain a proactive safety culture on a high visibility industrial... 

Northeast Healthcare Recruitment, Inc.

Outpatient Endocrinology Physician Job at Northeast Healthcare Recruitment, Inc.

We are seeking aBoard-Certified/Board-Eligible Endocrinology Physician to join our growing,physician-led practice located just south of Boston. This is a 100% outpatientopportunity with four dedicated clinical days and one administrative day eachweek. Strong administrative... 

One World Global Services

Japanese Freelance Interpreter Job at One World Global Services

 ...LANGUAGE : Japanese Interpreter As a remote interpreter, you play a significant role in facilitating communication between JAPANESE and English speakers. The interpreter needs to be able to process information quickly and with accuracy in a professional manner. It... 

Insight Global

Receptionist Job at Insight Global

We are seeking a reliable and efficient Receptionist to manage our front desk, provide administrative support, and deliver exceptional customer service. This role involves greeting visitors, answering phone calls, managing inventory, and assisting with event coordination...