Senior Associate (or Associate), Internal Wholesaler

Position Information

Hiring Manager:

Director

Department:

Private Wealth Americas

Department Overview

The Private Wealth Americas (“PWA”) Team is a component of the Investor Partners Group (“IPG”) that is responsible for the equity and debt fundraising activities of the Firm. PWA focuses on delivering compelling investment solutions and gold-standard client service to the private wealth market via wirehouses, regional broker-dealers, private banks, registered investment advisors and other intermediaries. PWA oversees sales and marketing, business development, relationship management and business operations specific to the private wealth channel in North and South America. The team collaborates closely with other departments to develop and execute fundraising and client service initiatives in line with the Firm’s objectives.

Position Responsibilities

The candidate will work closely with PWA’s external sales team to support the distribution of Golub Capital’s products.

Primary duties and responsibilities include, but are not limited to:

• Partnering with external wholesalers to support business development efforts and drive sales activity across wirehouses, broker-dealers and RIAs
• Conducting outbound sales calls, email campaigns and virtual meetings with advisors to generate leads and identify sales opportunities
• Sourcing and qualifying new advisor relationships while supporting the expansion of existing client relationships
• Assisting external wholesalers with pipeline management, meeting preparation, follow-up activities and ongoing relationship management
• Developing and maintaining a strong understanding of Golub Capital’s product offerings and competitive positioning
• Maintaining accurate pipeline, meeting and prospect information within the Firm’s CRM
• Delivering Gold Standard client service to prospects and clients

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required
• 2+ years of experience in an internal wholesaler, sales support or business development role within asset management
• Experience with wirehouse, broker-dealer and RIA sales channels is required
• Understanding of alternative investments and / or private credit preferred
• Experience working within a CRM database
• Excellent interpersonal, communication and presentation skills
• Demonstrated ability to effectively leverage AI tools in day-to-day work, with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputs
• Ability to multi-task, problem solve and adapt to changing priorities
• Client-centric approach, dedicated to delivering outstanding client experiences and solutions
• Ability to work in a team-oriented sales environment where information sharing and collaboration are essential for success
• Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
• Series 7 and Series 63 required
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success

Our Gold Standards define key behaviors and competencies across 4 dimensions:  Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. 

• Leadership:  Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.

• Achieving Results:  Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.

• Personal Effectiveness:  Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.

• Thinking Critically:  Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Industry Knowledge:  Demonstrates an understanding of the Firm’s position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape. Monitors industry trends and changes and recognizes their relevancy and implications to the Firm.

• Firm and Product Knowledge:  Demonstrates an understanding of the Firm’s investment strategies, client base, products and investor needs, including the Firm’s structure and competitive advantage in the marketplace.

• Innovation:  Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology.

• Project / Program Management:  Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions.

• Analytics:  Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions.

• Data and Content Stewardship:  Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking appropriate steps to address them. Communicates with others regarding data and content stewardship to ensure accuracy and integrity and encourages others to uphold data and content stewardship practices.

• Relationship Management:  Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams.

Compensation and Benefits

For New York Only: It is expected that the base salary range for this position will be $150,000 to $175,000 for a Senior Associate and $125,000 to $150,000 for an Associate. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a 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) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.

Golub Capital is an Equal Opportunity Employer.

Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.

Please review Golub Capital’s US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.