Director, Business Development, Wealth Management Solutions - West Coast/ SW Region – IBD & Wirehouse Coverage

Fully Remote: California, Arizona, Nevada (CA preferred)

Position Overview

Monroe Capital is seeking an investment Business Development professional to help support and promote the firm’s Private Credit offerings into the Wealth Management Channel. The individual will develop and maintain relationships within the Private Bank, Wirehouse, and Independent Broker-Dealer community. This role will also work within the overall Marketing and Investor Relations program at Monroe Capital which will entail special projects and additional requirements as assigned.

This role requires a significant amount of travel.

Duties and 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.