Director, Business Development, Wealth Management Solutions - West Coast/ SW Region – IBD & Wirehouse Coverage
RemoteCalifornia, United States or Arizona, United States
Job Summary
Develop and maintain relationships with Financial Advisors, Private Banks, and Wirehouses to educate them on Monroe's private credit offerings and capture sales opportunities. Conduct one-on-one meetings, group presentations, and conference calls to deliver high-quality product knowledge and drive client allocation results. Attend industry events and conferences as appropriate while utilizing management reporting tools to track sales and client activity. This fully remote position in California, Arizona, or Nevada requires significant travel and involves special projects within the firm's overall Marketing and Investor Relations program.
Required Qualifications
- Significant amount of travel
- Develop and maintain relationships with Financial Advisors
- Educate Financial Advisors on Monroe private credit offerings
- Capture sales opportunities
- Increase market share of client allocations
- Conduct one-on-one meetings
- Conduct group presentations
- Conduct conference calls
- Deliver high-quality product knowledge
- Develop strong rapport with investors
- Drive results
- Attend industry events and conferences
- Develop and maintain understanding of Monroe's various platform and offerings
- Maintain understanding of industry/market trends
- Utilize management reporting tools to capture sales and client activity
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