Founded in 2004, premier asset management firm specializing in private credit markets.
Director, Business Development, Wealth Management Solutions – IBD & Wirehouse Coverage
Location
Arizona + 2 moreAll locations: Arizona | California | Nevada
Posted
7 hours ago
Salary
$225K / year
Seniority
Lead
Job Description
Director, Business Development, Wealth Management Solutions – IBD & Wirehouse Coverage
Monroe Capital LLC
• Develop and maintain relationships with Financial Advisors • Educate them on Monroe private credit offerings • Capture sales opportunities and/or increase market share of their client allocations • Conduct one-on-one meetings, group presentations and conference calls • Deliver high-quality product knowledge and develop strong rapport with investors to drive results • Attend industry events and conferences as appropriate • Develop and maintain understanding of Monroe’s various platform and offerings • Maintain an understanding of industry/market trends • Utilize management reporting tools to capture sales and client activity
Job Requirements
- 5-10+ years of external Business Development experience in the advisor-sold space
- Extensive connectivity in the independent wealth management channel, such as Private Bank, Wirehouse, and Independent Broker-Dealer platforms
- Proven track record of success in fundraising within the Wealth Management Channel
- Established relationships within the various wealth management channels
- Bachelor’s degree in finance or Business-related degree (preferred)
- Series 7 and 63 preferred
Benefits
- full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)
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