Wealth Management Lending Specialist
$100k/y-$120k/y
Supernova Technology™3 days ago
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OnsiteFull-timeSenior
Summary
Supernova Technology™ is seeking a Wealth Management Lending Specialist to join their team in Chicago, IL. The role involves serving as a key liaison between financial advisors and high-net-worth clients, providing expertise in securities-based lending products and solutions.
About the Role
As a Wealth Management Lending Specialist, you will be responsible for strategic business development, building product awareness, identifying lending opportunities, and delivering exceptional service to drive revenue growth. You will partner with financial advisors to understand their clients' financial needs, maintain a robust pipeline of SBL opportunities, and educate advisors on the benefits of securities-based lending. Additionally, you will manage client and advisor relationships, maintain product expertise, and track performance metrics.
About You
Required:
- Bachelor’s degree in finance, business, economics, or related field.
- 5+ years of experience in wealth management, private banking, or lending within a financial services environment.
- Demonstrated success in business development with a proven track record of building relationships and driving revenue growth.
- Strong understanding of securities-based lending products, including loan structures, collateral management, margin requirements, and credit risk principles.
- Excellent interpersonal and communication skills.
Preferred:
- Experience working with high-net-worth and ultra-high-net-worth clientele.
- Knowledge of competitive lending platforms at major wire houses (Morgan Stanley, Merrill Lynch, Wells Fargo, etc.).
- Familiarity with wealth management technology platforms and CRM systems.
- Previous experience in an internal consultant or product specialist role.
Benefits
- Medical, Dental, and Vision Insurance: Multiple plans with coverage for employees and dependents.
- HSA and FSA Accounts: Tax-advantaged accounts for health and dependent care expenses.
- Life and Disability Insurance: Employer-paid basic coverage with options for additional voluntary coverage.
- Compensation: $100k–$120k per year.
- Retirement Savings: 401(k) plan with employer contributions.
- Employee Assistance Program (EAP): Confidential support services, including free therapy sessions.
- Paid Time Off: Flexible PTO policies.
- Additional Perks: Commuter benefits, pet insurance, continuing education assistance, and more.
Supernova Technology™
Supernova Technology offers a cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan. By combining thought leadership in suitability and risk management with industry-leading education and the latest technology, Supernova enables advisors to deliver holistic, goals-based advice and to help their clients achieve financial wellness. The company was founded in 2014 and is headquartered in Chicago, Illinois. Supernova Technology partners with banks, most prominent insurance companies and leading online brokerages to democratize access to securities-based lending and better the entire financial ecosystem.
Chicago, IL