Senior Asset Manager II Business Development Client Relationship M
Chrysolite Investment Management Corporation
Senior Asset Manager II Business Development Client Relationship Manager
Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Company: Chrysolite Investment Management Corporation (Chrysolite IMC)
Location: Lake Mary, Florida (Hybrid/Remote Opportunities Available) Domestic Opportunities
Job Type: Full-Time
Employment Classification: Exempt
Schedule: Monday Friday 70 Per Week (Occasional Saturdays as Required)
Travel: Up to 30% (local and regional, as needed)
Compensation: Competitive Base Salary + Uncapped Performance Incentives + Annual Bonus + Profit Sharing (where applicable)
About Chrysolite Investment Management Corporation
Chrysolite Investment Management Corporation (Chrysolite IMC) is a private investment management and business consulting firm serving individuals, business owners, entrepreneurs, and investors. Our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing Division focuses on helping clients pursue long-term financial objectives through strategic planning, investment management, business development, and real estate investment solutions.
We are seeking an experienced, relationship-focused professional to join our leadership team as a Senior Asset Manager II Business Development Client Relationship Manager.
Position Summary
The Senior Asset Manager II is responsible for managing investment and commercial real estate relationships while driving business development initiatives and delivering an exceptional client experience. This role requires a strategic thinker who can evaluate investment opportunities, strengthen long-term client relationships, collaborate across business units, and contribute to the continued growth of the firm's assets under management and strategic partnerships.
The successful candidate combines consultative relationship management, investment knowledge, business development, and excellent client service while collaborating with internal specialists and maintaining regulatory and company standards.
Chrysolite Investment Management Corporation is seeking a highly motivated and results-driven Private Wealth Portfolio Manager Real Estate, Financial Analysis & Private Wealth Strategy to identify new business opportunities, build strategic relationships, expand market presence, and support revenue growth initiatives. The Sales & Business Development Manager Real Estate, Financial Analysis & Private Wealth Strategy roles will be Assigned geographic territory.
This leadership-oriented role combines outside business development, strategic sales, real estate investment analysis, private wealth strategy consulting support, and CRM management.
The ideal candidate possesses strong prospecting skills, business acumen, relationship-building capabilities, and a passion for helping business owners, investors, executives, and entrepreneurs achieve growth objectives.
Ideal candidates possess strong business acumen, advanced prospecting skills, relationship-building expertise, and a passion for helping clients achieve strategic financial and investment objectives.
The ideal candidate combines analytical expertise, sound business judgment, consultative sales skills, and a client-first approach.
Key Responsibilities
Asset Management
Monitor and evaluate the performance of commercial real estate and investment assets.
Analyze acquisition, disposition, refinancing, and portfolio optimization opportunities.
Prepare investment analyses, financial models, cash-flow projections, and performance reports.
Collaborate with internal and external stakeholders to support asset performance and risk management.
Recommend strategies designed to improve portfolio performance and operational efficiency.
Portfolio Oversight Monitor PWM and CRE investment portfolios, asset allocations, performance trends, and risk exposure.
Client Relationship Management Serve as the primary relationship manager for HNW/UHNW individuals, family offices, and CRE investors.
Business Development Identify, pursue, and secure new wealth management and CRE investment clients.
Investment Strategy Support Assist in developing customized wealth plans and CRE investment strategies.
Market & CRE Analysis Provide insights on market conditions, CRE trends, economic indicators, and investment opportunities.
Investor Reporting Prepare quarterly reports, portfolio reviews, and investment summaries.
Deal Support Support underwriting, due diligence, and investor communications for CRE acquisitions.
Cross Functional Collaboration Work closely with wealth advisors, analysts, CRE acquisition teams, and compliance.
Compliance & Documentation Ensure all client interactions and investment activities meet regulatory standards.
Business Development
Develop and execute business development strategies to expand the firm's client base and strategic partnerships.
Identify and cultivate relationships with investors, business owners, developers, financial professionals, and referral partners.
Conduct consultations, presentations, and networking activities that support long-term business growth.
Maintain an active business development pipeline using CRM tools and established sales processes.
Support marketing initiatives and represent the firm at professional and community events.
Outside Field Prospect Development & Business Development
Face-to-face prospecting onsite appointments with business owners and executives.
Commercial property visits and market development.
Networking and relationship building.
Referral partner development.
Strategic alliance formation.
Outside cold calling and appointment setting.
Business-to-business lead generation.
Community and industry event participation.
Real Estate Financial Analysis & Revenue Strategy
Real estate market research.
Property investment opportunity analysis.
Revenue growth strategy support.
Financial performance reviews.
Market trend analysis.
Investment presentation support.
Strategic planning assistance.
B2B Phone Prospecting
Outbound business development calls.
Appointment scheduling.
Lead qualification.
Prospect nurturing.
Executive meeting coordination.
Follow-up communications.
CRM & Business Database Development
CRM management and reporting.
Pipeline development.
Lead tracking and analytics.
Database building and maintenance.
Sales activity reporting.
Marketing list development.
Primary Additional Responsibilities
Business Development & Sales Leadership
Develop and execute strategic business development initiatives.
Identify and pursue new business opportunities.
Establish relationships with business owners, investors, developers, executives, and decision-makers.
Generate qualified appointments for executive leadership.
Develop referral networks and strategic partnerships.
Represent the company at networking events, trade associations, and industry functions.
Create and implement territory growth strategies.
Assist in expanding the company's market presence.
Real Estate Investment & Financial Analysis
Assist in evaluating commercial and residential real estate opportunities.
Conduct market research and demographic analysis.
Review investment data and revenue projections.
Analyze business and investment growth opportunities.
Support preparation of executive presentations and reports.
Assist with strategic planning initiatives.
Private Wealth Strategy Support
Support executive leadership in identifying wealth-building opportunities for clients.
Assist with client discovery preparation.
Coordinate client meetings and presentations.
Research business growth and investment strategies.
Help prepare educational materials and presentations.
Note: This role supports strategic planning and business development activities and does not provide individualized investment advice unless separately licensed and authorized.
Client Relationship Management
Build and maintain long-term client relationships.
Conduct follow-up meetings and communications.
Identify additional client service opportunities.
Coordinate client onboarding support.
Maintain professional client interactions.
CRM & Database Development
Maintain accurate prospect and client records.
Track business development activities.
Manage sales pipeline reporting.
Create and update business databases.
Generate management reports and dashboards.
Ensure CRM compliance and data integrity.
Client Relationship Management
Serve as a trusted point of contact for clients by providing responsive, professional service.
Conduct client review meetings and discuss investment objectives, portfolio updates, and strategic opportunities.
Coordinate with internal teams to ensure timely execution of client requests and deliverables.
Build lasting relationships through proactive communication and personalized service.
Revenue Growth & Business Development
Lead initiatives to acquire new clients across Private Wealth Management, Commercial Real Estate, and business consulting services.
Expand relationships with high-net-worth individuals, business owners, developers, institutional investors, family offices, and strategic referral partners.
Oversee complex negotiations involving investment opportunities and strategic partnerships.
Drive business expansion through networking, marketing initiatives, referrals, and industry events.
Support cross-functional initiatives that contribute to revenue diversification.
Required Job Readiness Requirements
Requirements completed for the following:
Equipment & Technology
Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Company: Chrysolite Investment Management Corporation (Chrysolite IMC)
Location: Lake Mary, Florida (Hybrid/Remote Opportunities Available) Domestic Opportunities
Job Type: Full-Time
Employment Classification: Exempt
Schedule: Monday Friday 70 Per Week (Occasional Saturdays as Required)
Travel: Up to 30% (local and regional, as needed)
Compensation: Competitive Base Salary + Uncapped Performance Incentives + Annual Bonus + Profit Sharing (where applicable)
About Chrysolite Investment Management Corporation
Chrysolite Investment Management Corporation (Chrysolite IMC) is a private investment management and business consulting firm serving individuals, business owners, entrepreneurs, and investors. Our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing Division focuses on helping clients pursue long-term financial objectives through strategic planning, investment management, business development, and real estate investment solutions.
We are seeking an experienced, relationship-focused professional to join our leadership team as a Senior Asset Manager II Business Development Client Relationship Manager.
Position Summary
The Senior Asset Manager II is responsible for managing investment and commercial real estate relationships while driving business development initiatives and delivering an exceptional client experience. This role requires a strategic thinker who can evaluate investment opportunities, strengthen long-term client relationships, collaborate across business units, and contribute to the continued growth of the firm's assets under management and strategic partnerships.
The successful candidate combines consultative relationship management, investment knowledge, business development, and excellent client service while collaborating with internal specialists and maintaining regulatory and company standards.
Chrysolite Investment Management Corporation is seeking a highly motivated and results-driven Private Wealth Portfolio Manager Real Estate, Financial Analysis & Private Wealth Strategy to identify new business opportunities, build strategic relationships, expand market presence, and support revenue growth initiatives. The Sales & Business Development Manager Real Estate, Financial Analysis & Private Wealth Strategy roles will be Assigned geographic territory.
This leadership-oriented role combines outside business development, strategic sales, real estate investment analysis, private wealth strategy consulting support, and CRM management.
The ideal candidate possesses strong prospecting skills, business acumen, relationship-building capabilities, and a passion for helping business owners, investors, executives, and entrepreneurs achieve growth objectives.
Ideal candidates possess strong business acumen, advanced prospecting skills, relationship-building expertise, and a passion for helping clients achieve strategic financial and investment objectives.
The ideal candidate combines analytical expertise, sound business judgment, consultative sales skills, and a client-first approach.
Key Responsibilities
Asset Management
Monitor and evaluate the performance of commercial real estate and investment assets.
Analyze acquisition, disposition, refinancing, and portfolio optimization opportunities.
Prepare investment analyses, financial models, cash-flow projections, and performance reports.
Collaborate with internal and external stakeholders to support asset performance and risk management.
Recommend strategies designed to improve portfolio performance and operational efficiency.
Portfolio Oversight Monitor PWM and CRE investment portfolios, asset allocations, performance trends, and risk exposure.
Client Relationship Management Serve as the primary relationship manager for HNW/UHNW individuals, family offices, and CRE investors.
Business Development Identify, pursue, and secure new wealth management and CRE investment clients.
Investment Strategy Support Assist in developing customized wealth plans and CRE investment strategies.
Market & CRE Analysis Provide insights on market conditions, CRE trends, economic indicators, and investment opportunities.
Investor Reporting Prepare quarterly reports, portfolio reviews, and investment summaries.
Deal Support Support underwriting, due diligence, and investor communications for CRE acquisitions.
Cross Functional Collaboration Work closely with wealth advisors, analysts, CRE acquisition teams, and compliance.
Compliance & Documentation Ensure all client interactions and investment activities meet regulatory standards.
Business Development
Develop and execute business development strategies to expand the firm's client base and strategic partnerships.
Identify and cultivate relationships with investors, business owners, developers, financial professionals, and referral partners.
Conduct consultations, presentations, and networking activities that support long-term business growth.
Maintain an active business development pipeline using CRM tools and established sales processes.
Support marketing initiatives and represent the firm at professional and community events.
Outside Field Prospect Development & Business Development
Face-to-face prospecting onsite appointments with business owners and executives.
Commercial property visits and market development.
Networking and relationship building.
Referral partner development.
Strategic alliance formation.
Outside cold calling and appointment setting.
Business-to-business lead generation.
Community and industry event participation.
Real Estate Financial Analysis & Revenue Strategy
Real estate market research.
Property investment opportunity analysis.
Revenue growth strategy support.
Financial performance reviews.
Market trend analysis.
Investment presentation support.
Strategic planning assistance.
B2B Phone Prospecting
Outbound business development calls.
Appointment scheduling.
Lead qualification.
Prospect nurturing.
Executive meeting coordination.
Follow-up communications.
CRM & Business Database Development
CRM management and reporting.
Pipeline development.
Lead tracking and analytics.
Database building and maintenance.
Sales activity reporting.
Marketing list development.
Primary Additional Responsibilities
Business Development & Sales Leadership
Develop and execute strategic business development initiatives.
Identify and pursue new business opportunities.
Establish relationships with business owners, investors, developers, executives, and decision-makers.
Generate qualified appointments for executive leadership.
Develop referral networks and strategic partnerships.
Represent the company at networking events, trade associations, and industry functions.
Create and implement territory growth strategies.
Assist in expanding the company's market presence.
Real Estate Investment & Financial Analysis
Assist in evaluating commercial and residential real estate opportunities.
Conduct market research and demographic analysis.
Review investment data and revenue projections.
Analyze business and investment growth opportunities.
Support preparation of executive presentations and reports.
Assist with strategic planning initiatives.
Private Wealth Strategy Support
Support executive leadership in identifying wealth-building opportunities for clients.
Assist with client discovery preparation.
Coordinate client meetings and presentations.
Research business growth and investment strategies.
Help prepare educational materials and presentations.
Note: This role supports strategic planning and business development activities and does not provide individualized investment advice unless separately licensed and authorized.
Client Relationship Management
Build and maintain long-term client relationships.
Conduct follow-up meetings and communications.
Identify additional client service opportunities.
Coordinate client onboarding support.
Maintain professional client interactions.
CRM & Database Development
Maintain accurate prospect and client records.
Track business development activities.
Manage sales pipeline reporting.
Create and update business databases.
Generate management reports and dashboards.
Ensure CRM compliance and data integrity.
Client Relationship Management
Serve as a trusted point of contact for clients by providing responsive, professional service.
Conduct client review meetings and discuss investment objectives, portfolio updates, and strategic opportunities.
Coordinate with internal teams to ensure timely execution of client requests and deliverables.
Build lasting relationships through proactive communication and personalized service.
Revenue Growth & Business Development
Lead initiatives to acquire new clients across Private Wealth Management, Commercial Real Estate, and business consulting services.
Expand relationships with high-net-worth individuals, business owners, developers, institutional investors, family offices, and strategic referral partners.
Oversee complex negotiations involving investment opportunities and strategic partnerships.
Drive business expansion through networking, marketing initiatives, referrals, and industry events.
Support cross-functional initiatives that contribute to revenue diversification.
Required Job Readiness Requirements
Requirements completed for the following:
Equipment & Technology
Reference: 3144673350