Demo

Investment Consultant

MindSpring Partners LLC
Chicago, IL Full Time
POSTED ON 2/15/2025
AVAILABLE BEFORE 5/14/2025

Our client, an asset manager in Chicago, is looking to add an Investment Consultant to their Business Development team.

Responsibilities

  • Work collaboratively with cross-functional teams to seek out opportunities with various markets and create tactical plans to identify performance gaps
  • Help to execute marketing strategies and test sales theories
  • Analyze data to ensure that all territories are meeting their KPI's
  • Assist in developing territory specific marketing and sales plans to aid in growth objectives
  • Report results of initiatives and act as an internal resource to all teams

Qualifications

  • Bachelor's degree (Finance, Business Administration, Economics, or related)
  • 0-3 years experience in financial services
  • FINRA Series 7 and Series 63
  • Strong Excel skills
  • Salesforce knowledge a plus
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