Overview

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 Developmen