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

Monroe Capital LLC is a premier asset management firm specializing in private credit markets. They are seeking a Director of Business Development to support and promote their Private Credit offerings into the Wealth Management Channel, developing relationships within the independent RIA and family offices community.

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

Requirements:

• 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
• 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