Director, Business Development, Wealth Management Solutions – IBD & Wirehouse Coverage

Monroe Capital LLC

Investment Business Development professional promoting Monroe Capital’s private credit offerings in the Wealth Management Channel. Developing relationships within Private Bank, Wirehouse, and Broker-Dealer community.

Posted 7/10/2026full-timeRemote • Arizona, California, Nevada • 🇺🇸 United StatesLead💰 $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in Business Development within the wealth management sector, with a strong focus on building relationships with Financial Advisors and capturing sales opportunities. Proficient in utilizing management reporting tools to track sales and client activity while maintaining a deep understanding of market trends and product offerings.

Highest-signal resume keywords

Business DevelopmentWealth Management ChannelFundraising SuccessRelationship ManagementSeries 7 and 63

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Opportunity CaptureMarket Share IncreaseProduct Knowledge DeliveryClient Activity ReportingFinancial Analysis

Soft Skills

Relationship BuildingEffective CommunicationPresentation SkillsRapport Development

Tools & Technologies

Management Reporting Tools

Certifications & Qualifications

Series 7Series 63

Industry Keywords

Private Credit OfferingsIndependent Wealth ManagementPrivate BankWirehouseIndependent Broker-DealerIndustry EventsMarket Trends

About the role

Key responsibilities & impact

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

What you’ll need

5-10+ years of external Business Development experience in the advisor-sold space
Extensive connectivity in the independent wealth management channel, such as Private Bank, Wirehouse, and Independent Broker-Dealer 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

Benefits

Comp & perks

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)