Director, Business Development, Wealth Management Solutions – IBD & Wirehouse Coverage

🕒 July 10

🌵 Arizona, California, +1 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote 🎰 Nevada – Remote

💵 $225k / year

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

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Monroe Capital LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

💰 Debt Financing on 2015-09

Finance • Fintech

Monroe Capital LLC is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, alternative credit solutions, structured credit, real estate, and equity. Founded in 2004 and headquartered in Chicago, Monroe has over $19. 5 billion in committed and managed capital, serving clients in the U. S. and Canada through a wide array of investment products aimed at generating high-quality returns. With a team of approximately 250 employees, Monroe has established itself as a significant player in the middle market by investing more than $42. 5 billion in over 2,100 transactions since inception.

📋 Description

• 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

🎯 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)