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

Outlier AI

Creative Operations Coordinator (Remote) Job at Outlier AI

Join a global community of talented professionals to shape the future of AI. Earn up to $15 USD/hr and additional rewards based on quality of submission. Outlier is committed to improving the intelligence & safety of AI models. Owned and operated by Scale AI , weve ...

Arrow Workforce Solutions

Electromechanical Assembler Job at Arrow Workforce Solutions

 ...$27.88/hr OR $58,000/yr Position Summary: We are seeking a skilled and experienced Machine Builder Enclosure (Mechanical Assembler) to join our manufacturing team. This role is responsible for the mechanical assembly of generator enclosures, piping, and heavy... 

Russell Tobin

Machine Operator Job at Russell Tobin

 ...Days Shift (Sunday-Tuesday every other Wednesday 5am-5:30 pm) Days Shift (Thursday-Saturday every other Wednesday 5am-5:30pm) Night shift (Sunday-Tuesday every other Saturday 5pm-5:30am) Night shift (Wednesday-Friday every other Saturday 5pm-5:30am) Job Description... 

Massimo Bonini

Wholesale Account Executive Job at Massimo Bonini

 ...responsible for achieving sales goals and developing long lasting client relationships by providing the highest level of customer service with existing and new customers. The position involves the maintenance of connections with key/high image accounts (keep in... 

GNCO, Inc.

Director of Finance Job at GNCO, Inc.

 ...Director of Finance Full-Time (Exempt) GNCO, Inc. | Brooklyn Heights, OH Reports To: Chief Financial Officer Benefits: Health...  ...provides leadership in financial planning, budgeting, risk management, and compliance while fostering a culture of accountability and...