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

Matthews™

Administrative Assistant, Part-time (ELS) Job at Matthews™

 ...role involves handling tasks such as data entry, managing the main phone line, providing...  ...on-boarding and off-boarding process Computer set up, phones etc. Welcome packets and...  ...energy work environment. This is an entry-level opportunity with the potential for... 

Pyramid Consulting, Inc

Digital Marketing Specialist Job at Pyramid Consulting, Inc

 ...Immediate need for a talented Digital Marketing Specialist. This is a 06 months contract opportunity with long-term potential and is in Mountain View, CA(Hybrid) . Please review the job description below and contact me ASAP if you are interested. Job Diva ID:... 

Dexian

Receptionist 2 Job at Dexian

Title: Receptionist 2 Duration: 3 months (contract to Hire) Location: Huntsville, Alabama, 35806 Pay Rate: $16.00 - $17.75 hourly Shift: Monday - Friday , 7:30am - 4:00pm Job Description - Job Summary : The primary responsibilities of this position...

NationsBenefits

Senior Java Cloud Engineer + (Payments Experience) Job at NationsBenefits

 ...queries for fast, efficient, and reliable financial transactions. Integrate real-time data processing solutions, such as Kafka or Hadoop, to handle high-throughput workloads. Requirements: Education : Masters or Bachelors degree in computer science,... 

The Fountain Group

Nurse III (RN/BSN) Job at The Fountain Group

100% ONSITE 5 days a week PAY: $55-$61/hr REQUIRED: Must have active nursing license in the state of NJ. Will consider Associates RN but prefers a BSN. Critical care / ER experience required and is a great fit Organ transplant work / tissue baking / blood...