Investment Management Sales Professional
2 weeks ago
BCI - Brokerage Consultants Inc is seeking an experienced Investment Management Sales Professional to join our team. As a seasoned business development professional, you will be responsible for generating new leads, building relationships, and creating custom investment solutions for ultra-high-net-worth (UHNW) investors and family offices.
Key Responsibilities:- Develop and implement effective sales strategies and marketing campaigns to attract and retain clients in alignment with the firm's overall business objectives.
- Develop proposals and pitchbooks to effectively present investment solutions to clients.
- Work closely with portfolio specialists, investment consultants, and sales teams to build relationships and grow client assets.
- Stay informed on market trends, competitor activities, and regulatory changes to effectively position the firm and its strategies.
- Maintain accurate records of sales activities and client interactions, providing regular reports and updates to senior management.
- Bachelor's degree in finance or a related field; CFA or CFP a plus.
- 5+ years of sales experience in investment management with a focus on high net worth and family offices.
- Extensive network of prospective clients and industry contacts.
- Deep understanding of investment products and strategies, financial markets, and regulatory environment.
- Exceptional communication, negotiation, and relationship-building skills.
The target base salary range for this role is ~$150-200k plus a lucrative commission structure and firm bonus. Actual base salary will be impacted by numerous factors including experience level, skillset, location, etc.
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Investment Management Sales Professional
2 weeks ago
Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full timeInvestment Management Sales OpportunityBCI - Brokerage Consultants Inc is seeking a seasoned business development professional to join our team as an Investment Management Sales Professional. This role will focus on raising assets, building relationships, and creating custom investment solutions for ultra-high-net-worth (UHNW) investors and family...
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Investment Management Sales Professional
3 weeks ago
Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full timeAbout the RoleWe are seeking a seasoned Business Development Professional to join our team at BCI - Brokerage Consultants Inc. as an Investment Management Sales Professional. This is an exciting opportunity to leverage your expertise in investment management sales to drive business growth and build strong relationships with high-net-worth investors and...
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Senior Accountant, Co-Investment Manager
2 days ago
Chicago, Illinois, United States LaSalle Investment Management Full timeJob Title: Senior Accountant, Co-InvestmentWe are seeking a highly skilled Senior Accountant to join our Co-Investment team at LaSalle Investment Management. As a key member of our team, you will be responsible for managing the direct investment portfolio and providing support to the employee co-investment platform.Key Responsibilities:Lead co-investment...
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Chicago, Illinois, United States LaSalle Investment Management Full timeJob SummaryWe are seeking a highly skilled Senior Accountant to join our Co-Investment team at LaSalle Investment Management. As a key member of our team, you will be responsible for managing the direct investment portfolio and providing support to the employee co-investment platform.Key ResponsibilitiesLead co-investment processes, including equity earnings...
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Investment Professional
2 weeks ago
Chicago, Illinois, United States Calamos Asset Management Full timeAbout Calamos InvestmentsCalamos Investments is a global investment firm that delivers value-added performance and exceptional client service. Our commitment to family values creates a challenging environment for personal and professional growth.Our Investment StrategiesWe offer a range of innovative investment strategies through separately managed...
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Investment Professional
1 week ago
Chicago, Illinois, United States Calamos Asset Management Full timeCalamos Asset Management is a leading global investment firm that delivers value-added performance and exceptional client service. Our commitment to family values creates a challenging environment that fosters personal and professional growth. With a diversified range of innovative investment strategies, we offer separately managed portfolios, mutual funds,...
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Real Estate Investment Analyst
4 weeks ago
Chicago, Illinois, United States LaSalle Investment Management Full timeAbout the RoleLaSalle Investment Management is seeking a highly skilled and detail-oriented Real Estate Investment Analyst to join its Asset Management team in Chicago or Baltimore. This role will provide exposure to a variety of asset classes, including office, industrial, retail, and multifamily property investments, and will span various risk profiles and...
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Investment Grade Sales Professional
2 weeks ago
Chicago, Illinois, United States Cabrera Capital Markets Full timeInvestment Grade Sales RoleCabrera Capital Markets is seeking a highly skilled Investment Grade Sales professional to join our team. As a key member of our sales team, you will be responsible for trading investment grade, new issue, and secondary bonds.Key Responsibilities:Generate trade ideas, assess relative value, and provide updates on important news...
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Investment Grade Sales Professional
4 days ago
Chicago, Illinois, United States Cabrera Capital Markets, LLC Full timeJob Title: Investment Grade SalesCabrera Capital Markets, LLC is seeking a highly skilled Investment Grade Sales professional to join our team.Job SummaryWe are looking for a talented individual to trade investment grade, new issue and secondary bonds, generate trade ideas, and provide updates on important news flow and portfolio recommendations to our...
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Senior Sales Manager, Investment Services
4 weeks ago
Chicago, Illinois, United States Resolute Investment Managers (parent company of American Beacon Advisors) Full timeJob SummaryWe are seeking a highly motivated and experienced Regional Director to lead our sales efforts in the Mid-West territory. As a key member of our team, you will be responsible for driving revenue growth and expanding our presence in the region.Key ResponsibilitiesDevelop and execute sales strategies to achieve revenue targets and expand our customer...
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Investment Grade Sales Professional
3 weeks ago
Chicago, Illinois, United States Cabrera Capital Markets Full timeJob Summary:Cabrera Capital Markets is seeking a highly skilled Investment Grade Sales Professional to join our team. As a key member of our sales team, you will be responsible for trading investment grade bonds, generating trade ideas, and providing portfolio recommendations to our clients.Key Responsibilities:Trade Investment Grade Bonds: Trade investment...
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Investment Banking Managing Director
5 days ago
Chicago, Illinois, United States Bridgepoint Investment Banking Full timeJob OpportunityWe are seeking a seasoned investment banking professional to join our team as a Managing Director. As a key member of our middle market M&A team, you will be responsible for driving business development, leading transactions, and maintaining client relationships.About UsBridgepoint Investment Banking is a next-generation, impact-focused...
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Cash Management Assistant
4 weeks ago
Chicago, Illinois, United States LaSalle Investment Management Full timeJob SummaryWe are seeking a highly organized and detail-oriented Treasury Administrator to join our team at LaSalle Investment Management. The successful candidate will provide administrative support to the Treasury Management function, ensuring the smooth operation of cash management processes.Key ResponsibilitiesLiaise with banking partners to maintain...
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Investment Consultant
2 weeks ago
Chicago, Illinois, United States Calamos Asset Management Full timeInvestment Consultant Job DescriptionThe Investment Consultant Level I is a key role within Calamos Asset Management, responsible for driving sales growth and expanding our presence in assigned regions. This position requires a strong phone presence, excellent communication skills, and a deep understanding of our investment strategies and products.Key...
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Investment Consultant
5 days ago
Chicago, Illinois, United States Calamos Asset Management Full timeJob Title: Investment ConsultantAt Calamos Asset Management, we are seeking a highly motivated and results-driven Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in developing and implementing investment strategies that meet the needs of our clients.Key Responsibilities:Meet sales goals as defined by Sales...
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Investment Consultant
7 days ago
Chicago, Illinois, United States Calamos Asset Management Full timeInvestment Consultant Job DescriptionThe Investment Consultant Level I is a key role within Calamos Asset Management, responsible for enhancing our presence in assigned regions and supporting the sales activities of our VP, Investment Consultant. This position involves developing strategies to expand our coverage within respective territories.Key...
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Investment Management Professional
4 days ago
Chicago, Illinois, United States Harrison Street Full timeAbout Harrison StreetHarrison Street is a leading investment management firm exclusively focused on alternative real assets. With a global institutional investor base, the Firm has over 280 employees and nearly $56 billion in assets under management.Our MissionWe are committed to delivering exceptional investment returns and creating value for our clients...
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Asset Management Analyst
3 weeks ago
Chicago, Illinois, United States LaSalle Investment Management Full timeAbout LaSalle Investment ManagementLaSalle Investment Management is a global leader in real estate investment management, with a diverse investor base and a strong track record of delivering investment performance. Our team of experts provides a unique blend of investment expertise, market knowledge, and operational capabilities to maximize value for our...
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Asset Management Analyst
2 weeks ago
Chicago, Illinois, United States LaSalle Investment Management Full timeAbout LaSalle Investment ManagementLaSalle Investment Management is a global leader in real estate investment management, with a diverse investor base and a strong track record of delivering investment performance. Our team is dedicated to providing exceptional service to our clients and creating value through our expertise in real estate investment...
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Investment Banking Managing Director
4 weeks ago
Chicago, Illinois, United States Bridgepoint Investment Banking Full timeJob OpportunityCompany OverviewBridgepoint Investment Banking is a next-generation, impact-focused investment banking firm that delivers top-notch results for family and founder-owned businesses. We provide full-service investment banking solutions for non-sponsored companies across the country.Job SummaryWe are seeking a Head of Transportation Managing...