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

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Build and nurture relationships with Financial Advisors.

• Provide education on Monroe's private credit offerings.

• Identify sales opportunities and enhance market share of their client allocations.

• Conduct individual meetings, group presentations, and conference calls.

• Offer comprehensive product knowledge and cultivate strong relationships with investors to achieve results.

• Participate in industry events and conferences as necessary.

• Develop and sustain an understanding of Monroe’s diverse platforms and offerings.

• Stay informed about industry and market trends.

• Employ management reporting tools to track sales and client activities.

⛳️ Requirements

• 5-10+ years of external Business Development experience in the advisor-sold sector.

• Strong connections in the independent wealth management channel, including Private Bank, Wirehouse, and Independent Broker-Dealer platforms.

• Demonstrated success in fundraising within the Wealth Management Channel.

• Established relationships across various wealth management channels.

• Bachelor’s degree in finance or a related business field (preferred).

• Series 7 and 63 licenses preferred.

🏝️ Benefits

• A comprehensive range of medical, financial, and other benefits (including eligibility for 401(k) and various paid time off benefits such as vacation, sick leave, and parental leave).