Wealth Management Solutions Expert
6 days ago
Company Overview:
We are Monroe Capital Llc, a leading provider of Private Credit solutions. Our mission is to provide innovative and flexible financing options to support businesses and entrepreneurs.
Job Summary:
We are seeking an experienced Business Development professional to join our team. The successful candidate will be responsible for developing and maintaining relationships with Financial Advisors, educating them on Monroe private credit offerings, and capturing sales opportunities.
Key Responsibilities:
- Develop and maintain relationships with Financial Advisors
- Conduct one-on-one meetings, group presentations, and conference calls
- Deliver high-quality product knowledge and develop strong rapport with investors
- Attend industry events and conferences as appropriate
Requirements:
The ideal candidate will have:
- 5-10 years of external Business Development experience in the advisor-sold space
- 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)
What We Offer:
A competitive base salary range of $225,000 and a comprehensive total compensation package including medical, financial, and other benefits.
-
Wealth Management Specialist
4 days ago
Christchurch, Canterbury, New Zealand Consilium Full timeTransform Lives with UsAt Consilium, we're committed to providing exceptional wealth management, investment, and technology solutions to our valued clients and financial advisers.We're looking for a dedicated individual to join our client relationship team and help us drive growth and innovation in our organisation.About the RoleAs a member of our client...
-
Wealth Advice Governance Expert
4 days ago
Christchurch, Canterbury, New Zealand Westpac Bank Full time**Job Description**We are looking for a skilled and experienced Wealth Advice Governance Expert to join our team. As a key member of our Advice Quality & Governance Team, you will be responsible for ensuring the delivery of high-quality financial advice to our customers.Your role will involve working closely with Wealth Office Advisers, Wealth Consultants,...
-
Christchurch, Canterbury, New Zealand Monroe Capital Llc Full timeMonroe 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 independent RIA and family offices community.This role will also work within the overall Marketing and Investor Relations...
-
Wealth Investment Consultant
5 days ago
Christchurch, Canterbury, New Zealand Westpac Bank Full timeAbout the RoleAs a Wealth Office Adviser at Westpac, you will play a pivotal role in providing investment advice to our customers. Your primary responsibility will be to build strong relationships with them, understanding their needs and tailoring personalized recommendations to deliver exceptional outcomes.Key ResponsibilitiesAdvise on Westpac's approved...
-
Quality and Risk Manager
4 days ago
Christchurch, Canterbury, New Zealand Westpac Bank Full time**About the Job**We are seeking a Quality and Risk Manager - Wealth Services to join our team. As a key member of our Advice Quality & Governance Team, you will play a critical role in ensuring the delivery of high-quality financial advice to our customers.Your role will involve working closely with Wealth Office Advisers, Wealth Consultants, and the...
-
Wealth Office Adviser
5 days ago
Christchurch, Canterbury, New Zealand Westpac Bank Full timeBased predominantly in our regional centre with visits to our branch networkMo te Turanga – About the roleAs a Wealth Office Adviser, you will be providing investment advice to our customers.You'll be responsible for actively liaising with them to build a clear understanding of their needs, and then tailoring personalised and professional recommendations...
-
Investment Advice Expert
4 days ago
Christchurch, Canterbury, New Zealand Westpac Bank Full timeRole SummaryThis is a dynamic opportunity for a skilled Wealth Office Adviser to join our esteemed team at Westpac. As a trusted advisor, you will be responsible for crafting bespoke investment solutions that cater to the diverse needs of our clients.Core DutiesEstablish and nurture long-term relationships with customers, fostering a deep understanding of...
-
Dynamic Business Central Solutions Expert
3 days ago
Christchurch, Canterbury, New Zealand Capgemini Full timeAbout UsCapgemini is a global leader in consulting, digital transformation, and technology services. Our mission is to unleash human energy through technology for an inclusive and sustainable future.Role OverviewWe are seeking a skilled Dynamics 365 BC Implementation Specialist to join our team. In this role, you will work with clients to understand their...
-
Christchurch, Canterbury, New Zealand Westpac Bank Full timeAdviser - Wealth Quality Assurance (Plan Writing)Can be based at our office in either Auckland, Wellington or ChristchurchHybrid role – mixture of work from home and officeMo te Turanga – About the roleThe Advice Quality & Governance Team plays a critical role in ensuring the delivery of high-quality financial advice to Westpac's customers and staff.As a...
-
Financial Services Specialist
5 days ago
Christchurch, Canterbury, New Zealand Westpac Bank Full timeJob OverviewWe are seeking an experienced Wealth Office Adviser to join our team at Westpac. As a key member of our Wealth division, you will be responsible for delivering high-quality investment advice to our customers, leveraging your expertise to build trust and rapport.Main ResponsibilitiesDevelop and maintain deep relationships with customers,...
-
Commercial Business Support Expert
5 hours ago
Christchurch, Canterbury, New Zealand APL Window Solutions Full timeA commercial business support expert is required to join our team and provide strategic guidance to our valued manufacturers. As a key member of the team, you will drive improvement and ensure our customers receive exceptional service.The successful candidate will have a strong understanding of commercial business operations and be able to effectively...
-
Business Development Manager
5 days ago
Christchurch, Canterbury, New Zealand Monroe Capital Llc Full timeCompany OverviewMono Capital is a leading provider of private credit solutions to the wealth management channel. Our mission is to deliver high-quality investment opportunities to our clients, while maintaining strong relationships with financial advisors and family offices.
-
Global Partner Solutions Expert
6 days ago
Christchurch, Canterbury, New Zealand Servicenow Full timeAbout UsServiceNow is a global market leader in providing innovative AI-enhanced technology solutions to over 8,100 customers, including 85% of the Fortune 500. Founded in 2004 by visionary engineer Fred Luddy, our company has revolutionized how organizations work. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to...
-
Project Manager
2 days ago
Christchurch, Canterbury, New Zealand University Of Canterbury Full timeLocated in Otautahi | Christchurch, Aotearoa | New Zealand37.5 hours per weekAre you a dynamic Project Manager with a knack for handling multiple projects?Ready to shape the University of Canterbury's vibrant campus?UC is looking for a Project Manager to oversee Minor Capital Works projects, ensuring they meet timelines, budgets, and outcomes, all while...
-
Business Solutions Architect
3 days ago
Christchurch, Canterbury, New Zealand Capgemini Full timeCareer Opportunities at Capgemini: Unlock Your PotentialAs a Business Solutions Architect - Dynamics 365, you will play a key role in shaping the technology landscape of our clients.Your primary responsibility will be to provide expert advice and guidance on Business Central implementation and integration with other systems.With extensive experience in...
-
Customer Service Expert
7 days ago
Christchurch, Canterbury, New Zealand Grundfos GmbH Full timeAt Grundfos, we are seeking a highly skilled Customer Service Expert to join our team in Auckland or Christchurch. As a technical expert, you will provide advanced support to customers regarding product sizing, applications, system solutions, and accessories.Main Responsibilities:Provide timely and accurate technical assistance to Customers via email, phone,...
-
Account Retention Expert
6 hours ago
Christchurch, Canterbury, New Zealand Marsh Full timeWe are committed to fostering a culture of innovation and collaboration at Marsh. As an Account Retention Expert, you will play a pivotal role in maintaining strong relationships with our clients and driving revenue growth.Your Key Objectives:Become a trusted advisor to our clients by providing expert guidance on risk management and insurance...
-
Client Solutions Consultant
6 hours ago
Christchurch, Canterbury, New Zealand TN United Kingdom Full timeAbout This OpportunityWe are seeking a skilled Insurance Account Executive to join our team at TN United Kingdom. As an Insurance Account Executive, you will be responsible for building relationships with clients and providing them with bespoke insurance solutions.You will have a strong background in the insurance industry, with a minimum of 5 years'...
-
Workday HCM Implementation Expert
4 days ago
Christchurch, Canterbury, New Zealand Collaborative Solutions, Llc Full timeAbout UsCollaborative Solutions, LLC is a company that prides itself on delivering transformative HR technology solutions to its clients. We are seeking an experienced Workday HCM consultant to join our team.Job DescriptionThis role involves gathering business requirements, designing and prototyping, testing and deploying business solutions using Workday...
-
.NET Expert for Scalable Solutions
5 hours ago
Christchurch, Canterbury, New Zealand Datacom Full timeDatacom is committed to harnessing the potential of AI to drive innovation and growth. As a Senior Full Stack .NET Developer, you'll be part of a team that's passionate about pushing the boundaries of what's possible with AI-driven software development. We're looking for someone who shares our passion and is eager to learn and grow with us.About the RoleIn...