Senior Wealth Management Lending Specialist

About Supernova Technology

Founded in 2014, we offer the industry’s first and only 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. We partner with the industry’s largest banks, most prominent insurance companies and leading online brokerages to democratize access to securities-based lending and better the entire financial ecosystem.

Why Join Supernova?

At Supernova Technology, we believe that the best results come from a team that is passionate, driven, and supported in all aspects of their professional lives. Here, you’ll work alongside talented and innovative individuals who are committed to driving the future of securities-based lending technology. We foster a culture of collaboration, continuous learning, and growth, where each person’s contributions make a real impact.

About the Role

Supernova Lending is seeking an experienced Senior Wealth Management Lending Specialist to drive external business development and expand our Securities-Based Lending (SBL) footprint across the wealth management advisor community. This senior-level, outward-facing role combines relationship development with advisor education and thought leadership. The Senior Specialist will serve as both a strategic partner and trusted educator, demonstrating how SBL fits within holistic wealth management to help advisors deliver comprehensive financial solutions to their high-net-worth clients.

Responsibilities

• External Business Development & Relationship Building
• • Identify and cultivate strategic relationships with financial advisors, RIAs, independent broker-dealers, and wealth management firms across assigned territory
  • Build and execute relationship-based territory plans to achieve lending targets, including new advisor partnerships, loan volume, and revenue goals
  • Leverage industry networks, referral partnerships, and conference participation to generate qualified opportunities and establish credibility in the market
  • Develop and maintain a robust pipeline of opportunities with systematic tracking, relationship nurturing, and conversion management
  • Analyze market trends and competitive intelligence to identify white space opportunities and develop differentiated positioning strategies
• Advisor Education & Thought Leadership
• • Design and deliver educational programs that demonstrate how securities-based lending integrates into holistic wealth management and comprehensive financial planning
  • Conduct engaging webinars, workshops, and training sessions that teach advisors the strategic applications of SBL for tax planning, estate planning, liquidity management, and portfolio optimization
  • Serve as a speaker at industry conferences, wealth management forums, and professional association events, positioning Supernova as a thought leader in the SBL space
  • Educate advisors on the "why" behind incorporating lending solutions into their practices—emphasizing client retention, revenue diversification, deeper relationships, and competitive differentiation
  • Develop case studies, white papers, and educational content that illustrate best practices and real-world applications of SBL in comprehensive wealth management
  • Create and deliver practice management insights showing how advisors can systematically identify lending opportunities within their existing client base
• Strategic Partnership Development
• • Establish and cultivate senior-level relationships with financial advisors, wealth management teams, and key decision-makers at target firms
  • Serve as the primary external face of Supernova Lending, representing the company with professionalism, expertise, and consultative approach
  • Deliver compelling presentations and platform demonstrations showcasing Supernova's SBL capabilities, competitive advantages, and advisor-centric value proposition
  • Partner with advisors to understand their practice dynamics, client base composition, and business objectives to position SBL as a strategic tool for practice growth
  • Conduct ongoing relationship management including quarterly business reviews, continuing education sessions, and strategic planning meetings with key partners
• Consultative Sales & Client Solutions
• • Drive growth and adoption of securities-based lending at our major distribution channels by creating a culture of holistic advice and ensuring solutions meet client and advisor needs.
  • Provide consultative guidance on loan structuring, collateral optimization, and risk management for high-net-worth and ultra-high-net-worth clients
  • Collaborate with internal credit, underwriting, and operations teams to structure competitive solutions that meet client needs while managing risk appropriately
  • Navigate complex deal dynamics, address advisor and client questions, and articulate the value proposition to drive successful loan closings
  • Identify opportunities to deepen advisor relationships through expanded product usage and enhanced service delivery
• Product Expertise & Market Intelligence
• • Maintain expert-level knowledge of securities-based lending products, including loan structures, margin requirements, collateral management, interest rate dynamics, and regulatory considerations
  • Serve as the go-to resource for advisors on complex SBL scenarios, tax implications, estate planning strategies, and use case applications across different client situations
  • Articulate how SBL complements comprehensive financial planning including retirement income strategies, charitable giving, business succession, real estate transactions, and portfolio rebalancing
  • Stay current on competitive offerings from major wirehouses and independent platforms, clearly articulating Supernova's differentiation and competitive advantages
  • Provide market feedback to product development and leadership teams regarding advisor needs, emerging trends, competitive gaps, and platform enhancement opportunities
• Performance Management & Reporting
• • Own achievement of quarterly and annual business development targets including new advisor partnerships, loan origination volume, funded balances, and revenue generation
  • Maintain accurate CRM records with detailed opportunity tracking, activity logging, and relationship management documentation
  • Provide regular business updates to leadership including territory performance, market intelligence, competitive dynamics, and strategic recommendations
  • Analyze territory metrics to identify trends, optimize coverage strategy, and maximize return on relationship development activities
  • Collaborate with marketing and internal teams to develop targeted educational campaigns and thought leadership initiatives that support territory growth objectives

Qualifications

• Required
• • 7-10+ years of experience in external sales, business development, or relationship management within wealth management, private banking, or financial services
  • Proven track record of success in consultative, relationship-driven sales with documented achievement of revenue and volume targets
  • Deep expertise in securities-based lending, including loan mechanics, collateral analysis, margin requirements, risk management, and competitive landscape
  • Established network of relationships within the wealth management advisor community (RIAs, independent broker-dealers, wirehouses, or private banks)
  • Exceptional presentation and public speaking skills with demonstrated ability to engage audiences, deliver compelling educational content, and conduct professional webinars and conference sessions
  • Strong interpersonal and communication skills with ability to build rapport and credibility with financial advisors and key decision-makers
  • Demonstrated ability to translate complex financial concepts into clear, actionable insights that resonate with advisors and drive adoption
  • Understanding of holistic wealth management principles including financial planning, tax strategies, estate planning, and how lending integrates into comprehensive advice
  • Entrepreneurial mindset with high energy, self-motivation, and comfort operating in a fast-paced, growth-oriented environment
  • Proficiency with CRM systems (Salesforce preferred), webinar platforms, and sales productivity tools
  • Willingness to travel regularly (30-50%) within assigned territory, to industry conferences, and for advisor meetings
• Preferred
• • Bachelor's degree in Finance, Business, Economics, or related field; MBA or advanced degree preferred
  • Professional certifications such as CFP, CFA, ChFC, or relevant industry credentials that demonstrate commitment to holistic wealth management
  • Previous experience in wholesale distribution, institutional sales, or external business development for lending, asset management, or wealth management products
  • Direct experience working at or with major wirehouses (Morgan Stanley, Merrill Lynch, UBS, Wells Fargo) or top RIA firms
  • Experience developing and delivering educational content including webinars, workshops, conference presentations, or training programs
  • Active involvement in industry associations and speaking experience at conferences (FPA, NAPFA, Schwab IMPACT, TD Ameritrade events, local wealth management groups)
  • Published thought leadership or content creation experience (articles, white papers, blog posts)
  • Note: This position does not require securities licensing (Series 7, 63, etc.) as Supernova Lending is not a broker-dealer.

Our Employee Benefits

At Supernova Technology, we provide a robust benefits package to support the health and well-being of our employees. Our offerings include:

• 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: $150,000 - $180,000 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.

Note: Actual salary at the time of hire may vary and may be above or below the range based on various factors, including but not limited to, the candidate's relevant qualifications, skills and experience, and the location where this position may be filled.

Our Core Values

Our core values drive everything we do. At Supernova, we...

• Form, execute, and communicate new ideas that add value to our employees and customers
• Strive through obstacles and failures
• Follow-through on promises or commitments to others, accept responsibility, and answer for actions & decisions
• Listen to, understand, and support our employees and customers
• Act with speed, positive attitude, and flexibility
• Exceed expectations and surpass ourselves every day; we embrace a sense of pride and never stop growing

Join us and make an impact while growing your career at Supernova!