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

SGS Consulting

Medical Assistant Job at SGS Consulting

 ...Please note that as the project evolves, responsibilities within EPIC/Inbasket may change. Preferred Resource Types: Medical Assistants (preferred) and Customer Support Specialists Duration: 13 weeks, with the possibility of extension Location: Troy, MI... 

Encore Leadership Advisors

Bilingual Case Manager Job at Encore Leadership Advisors

$3000 Sign-On Bonus! The Bilingual (Spanish speaking) Intact Family Services Case Manager provides in-home services to identify service needs while assessing child and...  ...Ability to function well in a team environment and work well with outside collaterals. Resourceful in... 

LawnSynergy.com

E-commerce Content Specialist - Mooresville NC Job at LawnSynergy.com

We are looking for an experienced E-Commerce Content Specialist to manage and enhance our product listings across Amazon, Shopify, TikTok Shop, and Facebook/Instagram Shops. This role combines product listing creation, graphic design, photo/video content editing, and marketplace...

Sunrise Systems, Inc.

English-Spanish Translator Job at Sunrise Systems, Inc.

 ...medical devcies manufacturing company, is looking for an English-Spanish Translator. This is for an initial duration of 6 months and...  ...Canaan, CT. Job Type: Contract (Candidates must be able to work on W2 without VISA sponsorship) Technical Skills Must Have... 

EagleCare LLC

Housekeeping & Laundry Supervisor Job at EagleCare LLC

 ...Housekeeping and Laundry Supervisor Opportunity at Washington Healthcare Center The Housekeeping and Laundry Supervisor plays a key role in providing the residents, staff and public with a safe, sanitary, comfortable and homelike environment by planning, organizing...