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

🔥 10 minutes ago

🌵 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

💰 Debt Financing on 2015-09

Monroe Capital LLC (“Monroe”) 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. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles.

📋 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)