Monroe Capital

Mid-market debt and equity investor

Director Business Development - Wealth Management Solutions

Business Development & PartnershipsConfirmed live in the last 24 hours

Full-timeNo salary listed

About the Job

Requirements

Develop and maintain relationships within the Private Bank, Wirehouse, and Independent Broker-Dealer community.
Develop and maintain an understanding of Monroe’s various platforms and offerings.
Maintain an understanding of industry and market trends.
Travel significantly.

Responsibilities

Support and promote the firm’s Private Credit offerings in the Wealth Management Channel.
Develop and maintain relationships with Financial Advisors, educate them on Monroe private credit offerings, capture sales opportunities, and increase market share of their client allocations.
Conduct one-on-one meetings, group presentations, and conference calls; deliver product knowledge and develop rapport with investors to drive results.
Attend industry events and conferences as appropriate.
Work within the overall Marketing and Investor Relations program, including special projects and additional requirements as assigned.
Use management reporting tools to capture sales and client activity.

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.

About the Company

Monroe Capital

Mid-market debt and equity investor

Monroe Capital provides senior and junior debt and equity co-investments to middle-market companies in the U.S. and Canada. Its financing options include unitranche loans, cash-flow and enterprise-value based loans, asset-based facilities, acquisition facilities, mezzanine debt, second-lien or last-out loans, and equity co-investments. The firm works with owners, senior management, and private equity sponsors to close and fund transactions quickly and offer flexible, value-added financing. Monroe differentiates itself with a flexible investment approach and a focus on speed and partnership, which has earned industry recognition as a lender of the year by MA networks and other awards. Its goal is to be a reliable, hands-on capital partner that supports growth and strategic initiatives for middle-market companies.

Company size: 201-500
Company stage: Not listed
Total funding: $535.9M
Headquarters: Chicago, IL
Founded: 2004

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