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

SMS Staffing

Sewing Machine Operators Job at SMS Staffing

 ...SMS Staffing Is Hiring Immediately for Sewing Operators! JOB TITLE: Sewing Operator JOB LOCATION: Waukegan, IL JOB TYPE: Temp to Hire PAY: $15.00/hr. SHIFT AVAILABLE: 1st Shift 6:30 AM to 3:00 PM (Monday Friday) About the Role: Operate an... 

Bealls

Internal Auditor Job at Bealls

 ...company knowledge working alongside talents from national and international retailers various industries and recent graduates all united by...  ...generations to come. Learn even more at INTERNAL AUDITOR IMPACT ON BUSINESS: Perform professional internal auditing... 

Allure Bridals

Graphic Designer & Video Editor Job at Allure Bridals

Graphic Designer & Video Editor Allure Bridals Memphis, TN Full-Time | Hybrid About the Role Allure Bridals is seeking a talented Graphic Designer & Video Editorto support our creative team in producing high-quality visual content across our family of brands...

AB Staffing Solutions

Physical Orientation and Mobility (O&M) Specialist - School Job at AB Staffing Solutions

 ...Orientation and Mobility (O&M) Specialist School District | Kent, WA AB Staffing Solutions is seeking an experienced Orientation and Mobility (O&M) Specialist to join our team. In this role, youll provide individualized instruction to students with visual impairments... 

INNOVA People

Locum Tenens Recruiter Job at INNOVA People

 ...a team that values innovation and people-first solutions, we want to hear from you. Role Overview: As a Primary Care Locum Tenens Recruiter , you will play a critical role in sourcing and placing Family Medicine, Internal Medicine, Pediatrics physicians, and...