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

Pitsco Education

On-Site Education Advisor Job at Pitsco Education

 ...The Education Advisor is responsible for selling and marketing Pitsco Education solutions to educational opportunities within a core territory. Main tasks include leading selling of products and services as needed, including follow-up and qualifying leads within their... 

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... 

Sellery

Livestream Sales Associate - Beauty & Fashion Model Job at Sellery

 ...Presenting & Live Streaming: Host the brands live streaming channel on TikTok for 1-2 sessions per day (minimum 2 hours each time), promoting top brand products in fashion, fitness, and beauty at our studios in Bellevue Shooting Short Videos: Create creative short... 

Tenet Healthcare

OB/GYN Opportunity with Established Private Practice Team in Tucson, Arizona! Job at Tenet Healthcare

 ...Healthcare is actively seeking a Board-Certified / Board-Eligible OB/GYN to join a thriving private womens health practice in Tucson,...  ...per clinic day ~1015 deliveries per month Modern tools & tech: Access to Da Vinci Xi robotic surgery platform Support from... 

Ramseys Diamond Jewelers

Master Jeweler/ Diamond setter Job at Ramseys Diamond Jewelers

Company Description Ramsey's Diamond Jewelers, founded in 1958, has evolved from a custom jewelry manufacturer to a premier diamond jewelry retailer. Located at 701 Veterans Blvd in Metairie, our store boasts the largest selection of engagement rings in Louisiana. Renowned...