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

FIFTEEN WEST

Recruiter Job at FIFTEEN WEST

 ...Role : Entry Level Recruitment Consultant Salary - $50,000 - $55,000 + commission (OTE $80-100K year 1) Location - New York, Mid...  ...Recruiter wanted for an ambitious, fast-growing global Staffing agency focusing on Legal Recruitment. Great opportunity to develop... 

Insight Global

Part Time Assistant - $23/hr Job at Insight Global

 ...responsibilities include scheduling, reporting, and analysis to help improve future operations. There are morning and afternoon shifts between 7-9am and 2-4pm based on school hours. Candidates will be guaranteed 10 hours of work per week and will be paid $23/hr.... 

StevenDouglas

NetSuite Administrator Job at StevenDouglas

 ...Seeking a full-time NetSuite Administrator for our office in Houston! The Administrator will run customizations and any enhancements for system performance Must have experience in development using NetSuite scripts, SuiteFlow, and SuiteScript Prefers usage of... 

IntePros

Regulatory Affairs Specialist Job at IntePros

 ...IntePros is currently looking for a Regulatory Affairs Specialist to join one of our growing Medical Device clients in Audubon, PA. The Regulatory Affairs Specialist drafts, submits and gains clearance for 510(k) submissions, and approval for IDE/PMA submissions to... 

LHH

Healthcare Attorney Job at LHH

 ...LHH Recruitment in partnership with a law firm in Roseland is seeking a Healthcare/Transactional Attorney to assist on an interim basis. This role is is hybrid and it is full time hours. Responsibilities Assist with healthcare-related transactions. Draft and negotiate...