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

GNCO, Inc.

Director of Finance Job at GNCO, Inc.

 ...Director of Finance Full-Time (Exempt) GNCO, Inc. | Brooklyn Heights, OH Reports To: Chief Financial Officer Benefits: Health...  ...provides leadership in financial planning, budgeting, risk management, and compliance while fostering a culture of accountability and... 

Reprime Group

Executive Assistant to Chief Executive Officer Job at Reprime Group

Role Overview We are hiring a highly organized and proactive Personal Assistant to support executive leadership. This role focuses on administrative execution, communication management, and operational organization. You will play a key role in keeping workflows clean,...

Accu Reference Medical Lab

Core Lab Supervisor - night shift / part-time Job at Accu Reference Medical Lab

 ...results and is proud to be an equal opportunity employer. Role Description This is a part-time, on-site position located in Linden, NJ, for a Core Lab Supervisor on the night shift for the weekends only. The Core Lab Supervisor will oversee laboratory operations,... 

Freeman Health System

Certified Registered Nurse Anesthetist Job at Freeman Health System

 ..., and central lines; Cases include general, ortho, ENT, GU, OB/GYN, podiatry, robotics, GI and healthy PEDs; Appealing day shift...  ...you further. Production based salaries with no wRVU cap offers physicians comfortable compensation providing more discretionary funds for... 

National Health Partners

Endocrinology - Tennessee Job at National Health Partners

 ...Exciting Endocrinology opening 45 Minutes from Nashville, Tennessee! Join an Established Group looking due to Growth Competitive Salary + Generous Sign-On Bonus & Student Loan Assistance Are you an Endocrinologist looking for your next great opportunity in a...