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

Synchrony Pharmacy

Pharmacist Job at Synchrony Pharmacy

 ...entries. 7. Manages the workflow processes which may include pharmacist verification, labeling/packaging, quality assurance with...  ...and health care professionals. 11. Complies with state and federal drug laws as regulated by the State Board of Pharmacy, the Drug... 

Kris Lindahl Real Estate

Sales Assistant Job at Kris Lindahl Real Estate

 ...this is. Were hiring one Sales Assistant to work directly with me, Kris Lindahl. This isnt a training program. This isnt an entry-level role where youre stuck on the sidelines. Youll be in the room. Supporting high-level deals. Learning fast. Executing faster.... 

24 Seven Talent

Temporary Luxury Sales Associates Needed - Canoga Park, CA Job at 24 Seven Talent

 ...Associates to join their team. They have part time and full-time hours available and are looking...  ...for candidates with both weekday and weekend availability. Type : Freelance - Ongoing...  ...: Varied weekdays/weekend - MUST work some weekends and closing shifts Rate... 

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... 

CSI Companies

Learning Management System Administrator Job at CSI Companies

 ...CSI Companies is seeking an LMS Administrator to work with one of our top healthcare clients...  ...: St. Louis, MO 63144 Type: Hybrid/Remote (onsite for meetings) Duration : 6+ Month...  ...an experienced Learning Management System (LMS) Administration to lead the administration...