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

Insight Global

Welder Job at Insight Global

 ...tolerances according to specifications. Skill in welding dissimilar metals. Competence in welding parts and structures of varying...  ...experience Job Description Perform welding and fabrication tasks on marine vessels and components in accordance with NAVSEA... 

Stoneridge at Centerra

Housekeeper/Laundry Aide Job at Stoneridge at Centerra

 ...Employee Assistance Program Our community is looking for a Housekeeper to join our team. Housekeeper Responsibilities:...  ...Responsible for collecting, cleaning and redistributing the community laundry. Responsible for maintaining the commercial laundry in a... 

V Group Inc.

Lead Java Developer Job at V Group Inc.

 ...~60 months experience developing, implementing and integrating systems related to criminal justice processing at the state or federal level (including but not limited to: disposition processing, fingerprint identification processing, criminal history updating).... 

Insight Global

Dispatcher Job at Insight Global

 ...Job Title: Dispatch Agent Location: Cincinnati, OH 45202 Duration: 12-month recurring contract Pay: $20-$22/hr (more for right candidate) Schedule: Onsite M-F 8-5 Required Skills & Experience: 3+ years of level 2 or 3 Help Desk experience Triaging... 

University of Maryland School of Medicine

Neonatal Nurse Practitioner Job at University of Maryland School of Medicine

 ...The University of Maryland School of Medicine (UMSOM) is seeking a Board-Certified Neonatal Nurse Practitioner (NNP) to join its neonatal practice at UM Capital Region Health in Largo, Maryland. This is an excellent opportunity to work within a Level III NICU alongside...