Investment Consultant - MindSpring Partners LLC : Job Details

Investment Consultant

MindSpring Partners LLC

Job Location : Chicago,IL, USA

Posted on : 2025-02-27T13:25:21Z

Job Description :
MindSpring Partners LLC provided pay range

This range is provided by MindSpring Partners LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$85,000.00/yr - $100,000.00/yr

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
  • Salesforce knowledge a plus
    • Seniority level

    Associate

    Employment type

    Full-time

    Job function

    Business Development, Finance, and Analyst

    Industries

    Financial Services and Investment Management

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