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

Pride Health

Fraud Investigator Job at Pride Health

Pride Health is hiring a Special Investigative Unit Investigator for one of its clients in Michigan. This is a 12-week contract with a possible extension, with competitive pay and benefits. This position is remote, but candidates MUST be in Eastern or Central ...

Outcomes®

Client Support Rep Job at Outcomes®

Job Summary The Client Support Representative delivers high-level service, support, and solutions to customers using specific tools and phone systems, teleconference tools, and remote connection. The Client Support Representative will answer a high volume of calls from...

BAI Capital

Copywriter / Project Coordinator (Aventura, FL) Job at BAI Capital

 ...deadlines. High level of ownership, organization, and accountability. Ability to write clear, natural, and persuasive copy in English. Preferred Qualifications Experience working in a marketing agency or fast-paced marketing team. Familiarity with... 

Sun Country Builders

Assistant Project Manager Job at Sun Country Builders

 ...Country Builders is an award-winning builder of multi-family affordable homes. We believe in meaningful relationships with our employees...  ...) licenses. The firms primary area of work is multi-family housing, most typically of Type-V construction, either with or without... 

Genuine Search Group

Business Development Specialist Job at Genuine Search Group

 ...potential clients within target markets Track all outreach and pipeline activity in CRM tools Requirements: ~0-3 years of experience in lead generation, cold calling, or sales development ~ Recent college graduate or early career professional ready to take the...