Senior Wealth Management Lending Specialist

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.
• Experience educating advisors and delivering thought leadership on SBL within holistic wealth planning.

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

Wealth management

Securities-based lending

Job description

Supernova Lending is seeking an experienced Senior Wealth Management Lending Specialist to drive external business development and expand our Securities-Based Lending (SBL) footprint across the wealth management advisor community. This senior-level, outward-facing role combines relationship development with advisor education and thought leadership. The Senior Specialist will serve as both a strategic partner and trusted educator, demonstrating how SBL fits within holistic wealth management to help advisors deliver comprehensive financial solutions to their high-net-worth clients.

Responsibilities

• External Business Development & Relationship Building
• Identify and cultivate strategic relationships with financial advisors, RIAs, independent broker-dealers, and wealth management firms across assigned territory
• Build and execute relationship-based territory plans to achieve lending targets, including new advisor partnerships, loan volume, and revenue goals
• Leverage industry networks, referral partnerships, and conference participation to generate qualified opportunities and establish credibility in the market
• Develop and maintain a robust pipeline of opportunities with systematic tracking, relationship nurturing, and conversion management
• Analyze market trends and competitive intelligence to identify white space opportunities and develop differentiated positioning strategies
• Advisor Education & Thought Leadership
• Design and deliver educational programs that demonstrate how securities-based lending integrates into holistic wealth management and comprehensive financial planning
• Conduct engaging webinars, workshops, and training sessions that teach advisors the strategic applications of SBL for tax planning, estate planning, liquidity management, and portfolio optimization
• Serve as a speaker at industry conferences, wealth management forums, and professional association events, positioning Supernova as a thought leader in the SBL space
• Educate advisors on the "why" behind incorporating lending solutions into their practices—emphasizing client retention, revenue diversification, deeper relationships, and competitive differentiation
• Develop case studies, white papers, and educational content that illustrate best practices and real-world applications of SBL in comprehensive wealth management
• Create and deliver practice management insights showing how advisors can systematically identify lending opportunities within their existing client base
• Strategic Partnership Development
• Establish and cultivate senior-level relationships with financial advisors, wealth management teams, and key decision-makers at target firms
• Serve as the primary external face of Supernova Lending, representing the company with professionalism, expertise, and consultative approach
• Deliver compelling presentations and platform demonstrations showcasing Supernova's SBL capabilities, competitive advantages, and advisor-centric value proposition
• Partner with advisors to understand their practice dynamics, client base composition, and business objectives to position SBL as a strategic tool for practice growth
• Conduct ongoing relationship management including quarterly business reviews, continuing education sessions, and strategic planning meetings with key partners
• Drive growth and adoption of securities-based lending at our major distribution channels by creating a culture of holistic advice and ensuring solutions meet client and advisor needs.
• Provide consultative guidance on loan structuring, collateral optimization, and risk management for high-net-worth and ultra-high-net-worth clients
• Collaborate with internal credit, underwriting, and operations teams to structure competitive solutions that meet client needs while managing risk appropriately
• Navigate complex deal dynamics, address advisor and client questions, and articulate the value proposition to drive successful loan closings
• Identify opportunities to deepen advisor relationships through expanded product usage and enhanced service delivery
• Maintain expert-level knowledge of securities-based lending products, including loan structures, margin requirements, collateral management, interest rate dynamics, and regulatory considerations
• Serve as the go-to resource for advisors on complex SBL scenarios, tax implications, estate planning strategies, and use case applications across different client situations
• Articulate how SBL complements comprehensive financial planning including retirement income strategies, charitable giving, business succession, real estate transactions, and portfolio rebalancing
• Stay current on competitive offerings from major wirehouses and independent platforms, clearly articulating Supernova's differentiation and competitive advantages
• Provide market feedback to product development and leadership teams regarding advisor needs, emerging trends, competitive gaps, and platform enhancement opportunities
• Performance Management & Reporting
• Own achievement of quarterly and annual business development targets including new advisor partnerships, loan origination volume, funded balances, and revenue generation
• Maintain accurate CRM records with detailed opportunity tracking, activity logging, and relationship management documentation
• Provide regular business updates to leadership including territory performance, market intelligence, competitive dynamics, and strategic recommendations
• Analyze territory metrics to identify trends, optimize coverage strategy, and maximize return on relationship development activities
• Collaborate with marketing and internal teams to develop targeted educational campaigns and thought leadership initiatives that support territory growth objectives

Qualifications

• Required
• 7-10+ years of experience in external sales, business development, or relationship management within wealth management, private banking, or financial services
• Proven track record of success in consultative, relationship-driven sales with documented achievement of revenue and volume targets