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

PACSUN

Social Media Intern Job at PACSUN

 ...meaningful exposure, hands-on experience, and a front-row seat to how a modern youth-driven retail brand operates. Pacsun is seeking Interns who are forward-thinking, retail-minded creators of culture with a strong appreciation for fashion and learning. Role... 

The KYA Group

Sales Coordinator Job at The KYA Group

KYA Services is looking for a motivated and versatile individual to join our expanding team in a position that offers opportunities for career advancement in Sales or Operations. This entry level role will assist our sales & operations team in enhancing current client...

ROCS Grad Staffing

Research Programs Specialist Job at ROCS Grad Staffing

 ...About the Role We are seeking a detail-oriented Research Programs Specialist to support research funding, investigator support, and research...  ...Maintain submission trackers and reporting databases Assist with grant review preparation, including reviewer materials... 

dynami group

Senior Corporate Meetings & Events Planner & Client Lead Job at dynami group

 ...Role: Senior Corporate Meetings & Events Planner & Client Lead Specialty: Leadership grounded in ownership, preparation, organization, respect, kindness, teamwork, calm and proactive communication, and accountability| RFP Execution | End-to-End Ownership Teamwork... 

Sightpath Medical

MoFe Engineer I Job at Sightpath Medical

 ...environment. Whether youre an entry-level candidate or bring years of experience, we offer knowledge, collaboration, and a shared commitment to...  ...Technical Expertise: Install, de-install, calibrate, and operate transportable lasers and related equipment at customer sites....