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

NX Direct

Junior Account Manager Job at NX Direct

 ...solid business relationships on behalf of some of the most well-respected brands in technology throughout the world. They link a customer's needs with the solutions and products available to them, providing a consultative sales approach that focuses on value and problem... 

Ralph Lauren

Brand Ambassador Job at Ralph Lauren

Position Overview Part-Time Brand Ambassadors have a customer first mindset and are passionate about providing a personalized...  ...day, evening, weekends and may include overnight shifts and travel (as required)~ Ability to build and maintain positive... 

IP Casino Resort Spa

Security Officer - Part-Time Job at IP Casino Resort Spa

 ...Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or... 

KYOCERA AVX Components Corporation

Control System Engineer Job at KYOCERA AVX Components Corporation

 ...Position Summary: The Equipment Controls System Engineer is assigned to improve equipment controls systems and to integrate equipment controls systems with higher level production and quality control software systems. Responsible to support the Kyocera AVX initiative... 

Roundglass

Content and Briefs Writer Job at Roundglass

Position Title: Content & Briefs Writer Location: Bellevue, WA Position Type: Regular, Full-Time Who we are: At Roundglass, our mission is to inspire and enable a wholistic wellbeing movement that nurtures individuals and communities alike. We do this through...