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

Okta

Content Editorial Manager - Okta Blog Job at Okta

 ...Get to know Okta Okta is The Worlds Identity Company. We free everyone to safely use any technology, anywhere, on any device or app. Our flexible and neutral products, Okta Platform and Auth0 Platform, provide secure access, authentication, and automation, placing... 

IDR, Inc.

Digital Print Production Operator Job at IDR, Inc.

 ...IDR is seeking a Digital Print Production Operator to join one of our top clients in Englewood, CO. This role is perfect for individuals who are passionate about print production and eager to contribute to a dynamic team. If you are looking for an opportunity to join... 

Life Studio

Architect / Interior Architect / Interior Designer Job at Life Studio

 ...creative practice with a mission to elevate the world through design. We create beautiful, functional, and meaningful projects, integrating...  ...plans, demolition plans, construction plans, finish plans, furniture plans, ceiling plans, interior elevations, details, and other... 

TRC Talent Solutions

Receptionist Job at TRC Talent Solutions

Receptionist/Administrative Assistant Charlotte Corporate office is seeking a Receptionist/Adm to manage their reception area. This is a great entry level opportunity that would allow for future growth. Salary up to $52K plus great benefits. Convenient location surrounded...

Homeland Talent Solutions

Senior Financial Analyst Job at Homeland Talent Solutions

 ...Summary Homeland has partnered with a leading community-focused healthcare system in the Pacific Northwest to hire a Senior Financial Analyst . This is an exciting opportunity to join a mission-driven organization where the Senior Financial Analyst plays a critical...