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

Sanford Health

LPN - Evening - LTC Job at Sanford Health

 ...in the US. Fun, Family Oriented Work Environment Shift Differential for nights...  ...The Licensed Practical Nurse (LPN) provides professional nursing care for residents...  ...generous time off package to maintain a healthy home-work balance. For more information about... 

Synergis

Transformation Leader Job at Synergis

 ...VMO Transformation Leader (Consultant) - DESIGN, PLAN, & LAUNCH W2 Contract Position...  ...the previous assessments to define the target state operating model, secure executive alignment...  ...transformation to scale their balanced teams of tech, digital and creative... 

Cigna

Supplemental Health Client Service Advocate - Cigna Healthcare - Remote Job at Cigna

 ...a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna Group .**About Cigna Healthcare**Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage... 

Ashley Global Retail

Intermediate Store Designer Job at Ashley Global Retail

 ...1. Create intricate 2D and 3D architectural construction plans and design documents for both interior and exterior retail projects. 2. Understand and apply comprehensive knowledge of the furniture retail industry as well as Ashleys products, operations, and manufacturing... 

Pomeroy Living

Nurse (LPN/RN) Assisted Living Job at Pomeroy Living

 ...leadership, communication, and interpersonal skills #pm25 Benefits: ~ Paid Time Off - start accruing day one of orientation ~ Paid Holidays ~ Access up to 50% of your earned pay DAILY!~ Flexible scheduling ~ Company paid Life insurance for FT staff ~ Priority...