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

Ultimate Staffing

Customer Service Mortgage Job at Ultimate Staffing

 ...Specialist is an entry level customer service role, operating in a call center environment and supporting Consumer Direct Lending. The...  ...employees, consumers &/or authorized 3rd parties Monitoring work queues and intervening as needed Interacting with multiple departments... 

Talentoma

Remote Sales Associate Job at Talentoma

 ...customers make purchases. If you love working with people and have a passion...  ...work independently as well as part of a team Must have...  ...Flexible availability, including evenings and weekends Perks &...  ...work schedules with both part-time and full-time positions available... 

Blueprint

Junior Marketing Associate Job at Blueprint

 ...Position Title: Junior Marketing Associate Location: Dallas, TX Blueprint is currently hiring Junior Marketing Associate. The...  ...the rest of the entry-level and senior-level Marketing Team Develop and showcase leadership skills throughout the entry-level Conduct... 

Medisys Health Network, Inc.

Epic Inpatient Order Analyst Job at Medisys Health Network, Inc.

 ...Epic Inpatient Orders Analyst This position is a full-time/salaried Hybrid opportunity based in Hicksville, Long Island. The EPIC System Analyst is responsible for design, build, testing, validation, and ongoing support of Epic Inpatient Orders applications. Perform... 

Emery Sapp & Sons, Inc.

Human Resources Generalist Job at Emery Sapp & Sons, Inc.

 ...We are currently seeking a detail-oriented and proactive HR Generalist to join our team. The HR Generalist will play a key role in supporting...  ...the overall success of the HR department. Responsibilities: Assist with recruitment and onboarding processes, including job postings...