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

El Monte Sagrado

Licensed Spa Massage Therapist Job at El Monte Sagrado

 ...generous discounts on hotel room rates, spa, and food at all of our restaurants in the...  ...experience. Ability to give meticulous massage treatments. Consult with the guest to...  ...Qualifications: Current license, massage therapist as required by the State. Must be a... 

24 Seven Talent

Production Assistant Job at 24 Seven Talent

 ...Word, and Outlook Experience with PLM systems (Tradestone, Bamboo Rose, or similar) preferred Strong understanding of pre-production processes Highly organized, detail-oriented, and reliable Strong communication skills and ability to work independently... 

Champion Laboratories

Maintenance Supervisor Job at Champion Laboratories

About the Role: We are seeking a highly motivated and experienced Maintenance Supervisor to join our team. The ideal candidate will lead and support our maintenance team, ensuring the safe, efficient, and reliable operation of all equipment and facilities. This role...

STRUCTURE RESOURCES LLC

Safety Coordinator Job at STRUCTURE RESOURCES LLC

 ...Structure Resources is seeking a Safety Specialist for our client, a well-established commercial general contractor based in Indianapolis. This is an exciting opportunity to join a company with a strong reputation for delivering high-quality commercial projectsincluding... 

Rosewood Hotel Group

Housekeeping Laundry and Uniform Supervisor Job at Rosewood Hotel Group

 ...Responsible for assisting in the overall management of the Housekeeping Department. RESPONSIBILITIES: Maintain complete knowledge...  ...accurate records of linen and uniforms sent to and returned from laundry. Inventory, issue and control use of linen, uniforms, shoes...