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

Natori

Fashion Designer, Ready to Wear Job at Natori

 ...required QUALIFICATIONS: Minimum of 4+ years of experience in the industry; Must have womens wear experience. BFA, BS in Fashion Design or equivalent Strong knowledge of Illustrator and Photoshop Program; Kaledo is a plus Basic computer skills and... 

Petroplan

Corporate Finance Analyst/ Manager Job at Petroplan

Petroplan is working exclusively with a leading energy company. We are seeking a motivated and detail-oriented Corporate Finance professional to join this team in a high-impact role. The title will depend on the experience level. Position Overview: You will play...

talent4health

Clinical Laboratory Technologist Job at talent4health

 ...instruments Follow safety protocols Assist in quality control Manage lab inventory Communicate with medical staff Experience: ~1 year Clinical Laboratory Technologist experience. Licenses & Certifications: Valid license to practice as a Clinical... 

The Strategies

Certified Nursing Assistant Job at The Strategies

```html About the Company We are seeking a Certified Nurse Aide to join our team at Cardinal Care Strategies in Muncie, IN....  ...experience ~ Excellent medical/dental and vision coverage ~401(k) retirement plan with company contribution (because you will retire someday... 

Altea Healthcare

Physician Assistant Certified****Multi Sites***Weekday/Weekends*** Job at Altea Healthcare

 ...$500 - $650 per day + Uncapped Bonus Potential Job Type: Part-Time ***This position is scheduled for Friday - Sunday or Saturday...  ...(PA-C) looking for a rewarding and high-paying career with work-life balance? Whether you're an experienced provider or a recent...