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

Hart & Hickman

Entry Level Environmental Professional - BS/MS Geology or BS/MS Engineering preferred Job at Hart & Hickman

 ...Are you a recent high-achieving graduate with at least a Bachelor's degree in Geology or Environmental Engineering and a keen interest in tackling intricate challenges in environmental assessment and remediation? If so, we believe that a careerat Hart & Hickman will... 

Pop-Up Talent

Administrative Assistant Job at Pop-Up Talent

Administrative Assistant Staten Island, NY 10309~ Pay: $20-22/hr. We pride ourselves on being an organization that embraces differences, encourages the sharing of ideas, and thinks being successful should be both challenging and enjoyable. Our 6 tri-state branch...

SOSi

Farsi, Pashto, Dari, Urdu, Punjabi, & Hindi Language Linguists (secret clearance) Job at SOSi

Founded in 1989, SOSi is among the largest private, founder-owned technology and services integrators in the defense and government services industry. We deliver tailored solutions, tested leadership, and trusted results to enable national security missions worldwide...

Fello

Regional Property Manager Job at Fello

 ...services develop inclusive housing and create spaces where people feel genuinely connectednot just accommodated. The Regional Property Manager will manage the day-to-day operations of the Property Management team in an assigned geographic region. With a focus on... 

Doherty | The Employment Experts

Manufacturing Engineer Job at Doherty | The Employment Experts

 ...Solutions is partnering with a leading manufacturing company located in Monticello, MN. We are seeking candidates for a Sr. Manufacturing Engineer role. Compensation for this direct hire opportunity is $108,000-$120,000 per year, plus bonus potential, depending on skills and...