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

Orangutan

Pipe welder Job at Orangutan

 ...Job Title: Pipe Welder Reports To: General Manager Status: Full-Time, Regular Category: Welding Location Name: Berkshire Mechanical Location Address: 2729 Leisczs Bridge Rd, Leesport, PA 19533 Join the team of experts and realize your true potential... 

Bright Direction Dental

Registered Dental Hygienist Job at Bright Direction Dental

 ...Job Type Full-time or Part-Time Advanced Family Dental Spa (Carpentersville, IL) and Advanced Laser and Cosmetic Dentistry (Crystal Lake, IL) are seeking a highly motivated and skilled Full-Time or Part-Time Registered Dental Hygienist (RDH) to join our team! As a... 

Cigna

External Communications & Media Relations Principal - The Cigna Group Job at Cigna

**External Communications & Media Relations, Principal, The Cigna Group**_Hybrid role: Washington, DC, Bloomfield, CT or St. Louis, MO offices preferred_**Shape the future of health care through powerful storytelling.****Role Summary**As a **Principal** on our **Media... 

WHSmith North America

Graphic Designer Job at WHSmith North America

 ...Designer is detail-oriented and technically skilled in supporting the creative team in producing high quality visual materials. The role is...  ...~ Associate or bachelors degree in graphic design, visual arts, or related field. ~ Proficient in graphic design software (Adobe... 

INTREN, LLC

Testing Technician Job at INTREN, LLC

 ...Job Title: Testing Technician FLSA Status: Non- Exempt SUMMARY OF POSITION: The Testing Technician is responsible for supporting dielectric testing processes with a focus on product safety, regulatory compliance, and risk management. This part-time role requires...