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

The H&K Group

Construction Safety Specialist Job at The H&K Group

 ...Inc.?~ Competitive salary commensurate with experience ~100% Company-paid Health Benefits ~401(k) Savings and Investment Plan ~...  ...(Construction) card or ability to obtain one within 3 months of hire ~ Ability to work well with a team and willingness to collaborate... 

Fortiva

Associate Project Manager Job at Fortiva

Associate Project Manager Salary: $100,000 to $120,000 circa (experience depending) plus benefits. Location: Dallas, TX Fortiva are delighted to be partnering with an established client in Dallas, TX to recruit them a brand new Associate Project Manager. The organisation...

Perform Properties

Lease Operations Associate Job at Perform Properties

This role is onsite 5 days a week, Monday to Friday, during normal business hours. About Us Perform Properties is a best-in-class, diversified real estate operating platform with expertise in high-quality, grocery-anchored shopping centers and premier office assets...

Net2Source (N2S)

Administrative Assistant Job at Net2Source (N2S)

Job Title: Administrative Assistant Location: Boston, MA 02109 (Local Candidates only) Duration: 3 Months- Additional support, Possible for extension Shift: M-F 8am - 5pm Summary: As an Administrative Services Coordinator, you will provide administrative ...

Optomi

Platform Engineer (Direct-Hire) Job at Optomi

Platform Engineer Location: Hartford, CT Charlotte, NC Short Hills, NJ (Hybrid - 2 days a week onsite) Overview Were building a modern platform engineering function to support a large enterprises move from on-prem to Azure. This role will help define and...