Vice President – Private Wealth Business Development jobs in United States
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Palmer Square Capital Management LLC · 18 hours ago

Vice President – Private Wealth Business Development

Palmer Square Capital Management is a boutique investment manager specializing in corporate and structured credit. They are seeking a Vice President for Private Wealth Business Development to drive revenue growth through new business development and manage existing relationships.

ConsultingFinanceFinancial Services

Responsibilities

Responsible for territory revenue growth in the private wealth channel through new business development and management of existing relationships
Maintain deep understanding of Palmer Square investment products
Develop territory business plan with executable goals and targets
Performs other related duties and special projects as necessary or assigned

Qualification

Business DevelopmentFINRA Series 7FINRA Series 63Financial Products KnowledgeMicrosoft Office SuiteCommunication SkillsProblem SolvingAttention to DetailAdaptability

Required

Works well independently and with minimal guidance
Strong communication and presentation skills
Ability to establish business plan with fundraising goals and targets
Proficient in Microsoft Office Suite
Adaptable to changing needs in a fast-paced, entrepreneurial environment
High attention to detail and the ability to effectively problem solve
FINRA Series 7 and 63
Minimum of 5 yrs experience in business development in the RIA, IBD and Wirehouse channels
Successful track record of building new relationships and fundraising in specified markets
Strong understanding of financial products: ETFs, mutual funds, private funds, BDCs

Preferred

Bachelor's degree in finance-related field is preferred
Experience dealing with credit/fixed income and/or alternative products assets is a plus

Company

Palmer Square Capital Management LLC

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Founded in 2009 and based just outside of Kansas City, Palmer Square Capital Management is a boutique investment manager specializing in corporate credit and structured credit, currently managing approximately $36.3 billion across various vehicles and strategies for a diverse set of clients that includes institutions, family offices, and registered investment advisory firms (as of 11/30/2025).

Funding

Current Stage
Public Company
Total Funding
unknown
2024-01-18IPO

Leadership Team

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Scott Betz
Chief Operating Officer
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Matt Bloomfield
Partner / Portfolio Manager
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Company data provided by crunchbase