Associate

High producers will realize strong rewards

Division / Department : Capital Markets / Business Development

Reporting Relationship : Reports to the Senior Director

Territory / Location : North Carolina – Greensboro / Winston-Salem, Raleigh and Charlotte

Position Summary : The Associate Director is responsible for prospecting and servicing clients that are in need of debt and private equity capital placement. Responsibilities will include identifying viable prospects in accordance with targeted focus, negotiating client engagement and packaging of capital requests. The Associate Director will build relationships with industry partners to increase fee production.

Essential Functions :

• Consistently produce $10-$20 million of loan volume annually in a targeted finance practice area
• Collect prospect information and analyze to determine if they are a qualified client by corporate standards
• Generate new opportunities through various strategies including a high volume of phone and in-person meetings
• Screen new opportunities, collect documentation, and then manage each project in a timely manner through closing
• Actively manage existing client relationships to increase fee production utilizing the Wharton Gladden Business Development System

Other Duties :

Minimum Qualifications :

Start-up Investment :

Wharton Gladden provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, national origin, religion, gender, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Wharton Gladden complies with applicable state and local laws governing non-discrimination in employment in every location in which the company conducts business. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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