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

Super Saver Grocery

Customer Service Manager Job at Super Saver Grocery

 ...Customer Service Manager Five Points Super Saver | Grand Island, NE Five Points Super Saver is seeking a motivated Customer Service Manager to lead the Front-End operations at our Five Points location in Grand Island. This role is ideal for a people-focused leader... 

Safety Worxs, LLC

Project Safety Coordinator Job at Safety Worxs, LLC

 ...Safety Worxs is seeking a Project Safety Coordinator for a boiler project in Austin, TX. There is not per diem, so local candidate preferred . The (PSC) is responsible for leading and managing all construction safety activities from project commencement through... 

Warners'​ Stellian Appliance Co. Inc.

Outside Sales Representative - Building Trades Job at Warners'​ Stellian Appliance Co. Inc.

 ...Join the Building Trades division at Warners Stellian, a family-owned appliance leader with over 60 years of excellence and 13 store...  ...What You Bring: Proven sales success and strong interpersonal skills Sales experience within the building trades industry is preferred... 

Induction Therapies

Customer Service Representative Job at Induction Therapies

 ...We are looking for a dedicated and self-motivated Customer Service Representative to join our team! We are a medical grade skincare developer with multiple retail, business to business, and private label brands. As a Customer Service Representative, you will be responsible... 

Insight Global

Welder Job at Insight Global

 ...years of welding experience. Above-average welding and grinding skills. Familiarity with blueprint reading and welding testing. Comfortable using grinders and other fabrication tools. Training from institutions such as Missouri Welding Institute is a plus....