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

LIME Painting® of Northern Colorado

Outside Sales Representative - Premium Home Services Job at LIME Painting® of Northern Colorado

Northern Colorado Full-time $50K-$100K+ OTE Join LIME Painting, the nation's leading premium painting and restoration company for luxury residential and commercial properties. What You'll Do Prospect in high-end neighborhoods and build relationships with builders...

Musselman & Hall Contractors

Project Safety Coordinator Job at Musselman & Hall Contractors

 ...The Project Safety Coordinator is responsible for handling the day-to-day safety needs of our job sites. Essential Functions Perform site visits and inspections Make recommendations to field crews to ensure work is performed safely Audit for compliance with... 

Insight Global

Assembly Technician Job at Insight Global

 ...of being in a cleanroom this position is a non-smoking position. Job Description Insight Global is seeking 2 Cleanroom Assembly Technicians for our client, a key partner in the pharmaceutical sector, based in Easthampton, MA. These Assembly Technicians will... 

Westminster

Maintenance Manager Job at Westminster

 ...lovely grounds featuring mature shade trees, playground, and picnic center complete with gazebo. Join Our Team as a Property Maintenance Manager Lead the Way in Property Maintenance! Are you ready to make a real impact and showcase your leadership skills in property... 

CAREonsite

Licensed Vocationall Nurse Job at CAREonsite

 ...Join CAREonsite as a Licensed Vocational Nurse (LVN) Occupational Health & Disability Management! CAREonsite, a division of Tang & Company, provides occupational medical services nationwide. We have an exciting opportunity for a highly motivated Licensed Vocational Nurse...