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

adidas

Screen Print Specialist Job at adidas

 ...setup and teardown process. While unloading during the run, the print specialist will be responsible for ensuring quality standards are...  ...Qualifications: High school Diploma or equivalent Previous Screen Print Press operating experience REQUIRED adidas celebrates... 

Sweetcarolinatravels

Remote Travel Consultant Job at Sweetcarolinatravels

 ...As a Remote Travel Consultant, youll play a mission-critical role in supporting our clients from their very first trip idea all the way to their safe return home. Youll be the steady, knowledgeable guide who keeps their travel experience seamless, stress-free, and genuinely... 

One World Global Services

Spanish:Interpreter Venezuela Job at One World Global Services

 ...Job Title: Remote Interpreter vietnamese to English We are seeking a highly skilled remote interpreter to facilitate communication between Vietnamese and English speakers. This role is crucial in ensuring clear and accurate communication. The ideal candidate must... 

V Group Inc.

Lead Java Developer Job at V Group Inc.

 ...~60 months experience developing, implementing and integrating systems related to criminal justice processing at the state or federal level (including but not limited to: disposition processing, fingerprint identification processing, criminal history updating).... 

Blue Signal Search

Safety Advisor, Field Operations Job at Blue Signal Search

 ...Safety Advisor, Field Operations Location: Challis, Idaho (primary project site) with nationwide travel Work Arrangement: Project based, on site rotation with paid travel Help build and sustain a proactive safety culture on a high visibility industrial...