Senior Securities-Based Lending & Advisor Growth Lead

Supernova Technology™; United States; On-site; USD 120,000 - 190,000; Full time

Job summary

A financial services company is seeking a Senior Wealth Management Lending Specialist to expand its Securities-Based Lending (SBL) footprint across the wealth management community. This role involves driving external business development, educating financial advisors, and creating strategic partnerships. The ideal candidate will have a strong background in relationship management and consultative sales, aiming to support high-net-worth clients through comprehensive financial solutions. Success in achieving business development targets is essential for this position.

Qualifications

• 7-10+ years of experience in external sales or business development within wealth management.
• Proven success in consultative, relationship-driven sales with documented achievement of targets.

Responsibilities

• Drive external business development and relationship building.
• Design and deliver educational programs for advisors.
• Analyze market trends to identify opportunities for growth.
• Develop and maintain a robust pipeline of opportunities.

Skills

External sales

Relationship management

Consultative selling

Job description

A financial services company is seeking a Senior Wealth Management Lending Specialist to expand its Securities-Based Lending (SBL) footprint across the wealth management community. This role involves driving external business development, educating financial advisors, and creating strategic partnerships. The ideal candidate will have a strong background in relationship management and consultative sales, aiming to support high-net-worth clients through comprehensive financial solutions. Success in achieving business development targets is essential for this position.