Director, Business Development, Wealth Management Solutions - Pacific Northwest

Monroe Capital LLC; San Francisco (CA); Remote; USD 225,000 - 259,000; Full time

Job summary

An established industry player is seeking a Director of Business Development to enhance its Wealth Management Solutions. This role focuses on building and maintaining strong relationships with independent RIAs and family offices, driving sales opportunities, and contributing to marketing and investor relations initiatives. The ideal candidate will have a robust background in business development within the wealth management sector, proven fundraising success, and excellent communication skills. Join a dynamic team and make a significant impact in the private credit space with this exciting opportunity.

Benefits

Health Insurance

Retirement Benefits

Paid Time Off

Discretionary Awards

Qualifications

• 5-10 years of Business Development experience in the advisor-sold space.
• Proven success in fundraising within the Wealth Management Channel.

Responsibilities

• Develop and maintain relationships with Financial Advisors and RIAs.
• Conduct meetings and presentations to educate on private credit offerings.

Skills

Business Development

Relationship Management

Sales Strategy

Communication Skills

Time Management

Education

Bachelor’s degree in Finance

CFA or CAIA designation

Tools

Management Reporting Tools

Job description

Director, Business Development, Wealth Management Solutions - Pacific Northwest

Join to apply for the Director, Business Development, Wealth Management Solutions - Pacific Northwest role at Monroe Capital LLC.

Job Description

Monroe Capital is seeking an investment Business Development professional to support and promote the firm’s Private Credit offerings within the Wealth Management Channel. The individual will develop and maintain relationships with independent RIAs and family offices. This role will also contribute to the overall Marketing and Investor Relations program at Monroe Capital, involving special projects and additional responsibilities.

Job Type: Full-time

This position requires significant travel and is remote-based in the Pacific Northwest.

Primary Responsibilities

• Develop and maintain relationships with Financial Advisors, educate them on Monroe's private credit offerings, and identify sales opportunities to increase market share.
• Conduct meetings, presentations, and conference calls, delivering product knowledge and building rapport with investors.
• Attend industry events and conferences as appropriate.
• Develop understanding of Monroe’s platforms and offerings.
• Stay informed on industry and market trends.
• Use management reporting tools to track sales and client activity.

Position Requirements

• 5-10 years of external Business Development experience in the advisor-sold space, with extensive connections in the independent wealth management channel, such as RIAs and independent broker-dealers.
• Proven success in fundraising within the Wealth Management Channel.
• Established relationships across various wealth management channels.
• Bachelor’s degree in finance or a related field (preferred).
• Series 7 and 63 licenses.

Preferred Skills and Experience

• Excellent interpersonal, verbal, and written communication skills.
• Entrepreneurial spirit and strong desire to succeed.
• Well-organized, proactive, with high energy, creativity, and thoughtfulness.
• Strong time management and responsiveness.
• Ability to work effectively within a team.
• Experience in alternative asset management, such as private credit, private equity, or hedge funds.
• CFA or CAIA designation preferred.

Compensation

The base salary range is estimated at $225,000, with total compensation including discretionary awards and benefits such as health, retirement, and paid time off, depending on skills and experience. Details will be provided upon offer.

Additional Information

This role is classified as mid-senior level, full-time, within the Business Development and Sales function.