Model Portfolio Specialist Job at Confidential Careers, Chicago, IL

T280QmZscmkzbnZrVzZzc1JrYkJDWGxGaHc9PQ==
  • 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

Global Channel Management, Inc.

Temp Customer Service Specialist Job at Global Channel Management, Inc.

Temp Customer Service Specialist needs 1+ years' experience Temp Customer Service Specialist requires: -Work Hours: 6:30- 3:30 or 7:00 - 4:00-Onsite -35 WPM -10 key -Customer service -Phones Temp Customer Service Specialist duties: -Follow established...

TRC Talent Solutions

Mechanical Technician Job at TRC Talent Solutions

 ...demonstrates understanding of types of lubricants and application. Read and follow technical diagrams and schematics. Adhere to all plant environmental, health and safety guidelines, policies and practice. Provide technical support for efficient troubleshooting and... 

Koa Restoration & Maintenance

Willing to train Cleaner -Carpet Cleaning Technician - Waikoloa Job at Koa Restoration & Maintenance

Job Description Job Description We are currently seeking skilled Carpet Cleaning Technicians to join our teams across the state of Hawaii. The ideal candidate will have experience operating carpet extraction equipment and have a strong understanding of carpet cleaning...

Outreach Recruitment Agency

Executive Housekeeper Job at Outreach Recruitment Agency

 ...distinguished collection of four boutique hotels in Malta, comprising a total of 240 rooms, is seeking an experienced and dedicated Executive Housekeeper to lead their housekeeping operations. This is a unique opportunity to join a prestigious brand, where your leadership and... 

Essentia Health

Pharmacy Technician - Ambulatory Care International Falls Job at Essentia Health

Job Description: Is responsible for the accurate computer entry and processing of prescriptions, preparing unit dose medications, and non-sterile bulk compounding. Job duties also include inventory control, care of supplies and equipment, accurate cash handling, customer...