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

Rentokil Initial

Driver Job at Rentokil Initial

Driving staff daily from and to the staff accommodation Maintaining the vehicle safe and clean Ensure the car seats are clean and comfortable for all riders Using navigation apps to determine the best route Map out driving routes ahead of time to determine ...

Hornet Capital

Hard Money Loan Officer Job at Hornet Capital

 ...Job Position: Hard Money Loan Officer Approx. Start Date : As soon as possible Employment Type: Full-time, Exempt Salary :...  ...Underwriting Expert: Conduct borrower underwriting reviews, including credit evaluation, risk analysis, and assessing the 5 Cs (Character,... 

NX Direct

Junior Account Manager Job at NX Direct

 ...solid business relationships on behalf of some of the most well-respected brands in technology throughout the world. They link a customer's needs with the solutions and products available to them, providing a consultative sales approach that focuses on value and problem... 

TELUS Digital AI Data Solutions

Online Data Analyst - English Speakers in the US (Remote) Job at TELUS Digital AI Data Solutions

 ...comfort of your own home. A Day in the Life of an Online Data Analyst: In this role, you will be working on a project aimed at...  ...to follow guidelines and conduct online research using search engines, online maps, and website information Flexibility to work... 

Capital Markets Placement

Seasonal Warehouse Worker - Package Handler Job at Capital Markets Placement

 ...pair of sturdy work shoes Industry-leading Benefits: Excellent weekly pay Safe work environment Growth potential* No experience necessary *This is a seasonal role. A seasonal job is a great place to start at UPS, and it might even lead to a permanent role...