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Monroe Capital LLC · 1 day ago

Director, Business Development, Wealth Management Solutions - West Coast/ SW Region

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$225K/yr - $225K/yr

5+ years exp

Monroe Capital LLC is a premier asset management firm specializing in private credit markets. The Director of Business Development will support and promote the firm’s Private Credit offerings into the Wealth Management Channel, focusing on building relationships within the independent RIA and family offices community.

Asset ManagementCreditFinanceFinancial ServicesWealth Management

Responsibilities

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

Qualification

Business DevelopmentWealth ManagementFundraisingSeries 7Series 63Alternative Asset ManagementCFACAIACommunication SkillsTime ManagementTeamwork

Required

5-10 years of external Business Development experience in the advisor-sold space with extensive connectivity in the independent wealth management channel, such as RIAs and Independent Broker-Dealers 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

Excellent interpersonal, verbal and written communication skills

Strong desire to succeed and be entrepreneurial

Well-organized self-starter with high energy, creativity and thoughtfulness

Strong time management skills and high level of responsiveness

The ability to work within a team

Experience in the alternative asset management such as private credit, private equity or hedge funds

CFA or CAIA 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)

Company

Monroe Capital LLC

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.

Founded in 2004

Chicago, Illinois, USA

201-500 employees