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 a dynamic Wealth Management Lending Advisor to support the growth of our Securities-Based Lending (SBL) business. This role will serve as the key liaison between financial advisors and their high-net-worth clients, providing expertise in SBL products and solutions. This person will be responsible for building product awareness, identifying lending opportunities, and delivering exceptional service to drive revenue growth across our advisor network.

Responsibilities

• Strategic Business Development
• • Partner with financial advisors to understand their clients' financial needs and identify securities-based lending opportunities within their portfolios
  • Develop and maintain a robust pipeline of SBL opportunities to meet lending targets, including loan commitments, balances, and revenue goals
  • Educate financial advisors on the benefits of incorporating securities-based lending into their advisory practices to enhance client relationships and generate additional revenue streams
  • Work collaboratively with market leadership and credit executives to develop strategies and drive new business opportunities
• Client & Advisor Relationship Management
• • Serve as the primary point of contact for financial advisors regarding their clients' securities-based lending needs
  • Build and maintain strong relationships with advisors and client associates, providing consultative guidance on SBL products and solutions
  • Deliver presentations and training sessions to financial advisors to increase product knowledge and adoption
  • Proactively communicate with advisors to identify potential lending needs and propose appropriate solutions
• Product Expertise & Credit Report
• • Maintain comprehensive knowledge of securities-based lending products, including securities-backed lines of credit, loan structures, collateral requirements, and risk management principles
  • Serve as a platform expert by maintaining deep knowledge of system capabilities, staying current on feature releases and enhancements, and leveraging technology to optimize the advisor and client experience
  • Understand competitive SBL offerings in the marketplace and position Supernova's solutions effectively
  • Collaborate with underwriting and credit teams to facilitate smooth loan origination and approval processes
  • Assist advisors in preparing loan applications and gathering necessary documentation for credit review
• Performance Management & Reporting
• • Track and report on key performance metrics including pipeline development, loan commitments, funded balances, revenue generation, and advisor participation rates
  • Analyze business trends and identify opportunities for growth within assigned territory or advisor base
  • Provide regular updates to leadership on lending activity, market trends, and competitive landscape
  • Ensure all lending activities comply with internal policies, regulatory requirements, and risk management standards

Qualifications

• 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
• Comprehensive knowledge of cash management and lending solutions for high-net-worth clients, including understanding of investment portfolios and asset allocation
• Excellent interpersonal and communication skills with the ability to build trust and credibility with financial advisors and internal stakeholders
• Strong analytical skills with the ability to assess credit risk, evaluate collateral, and structure appropriate lending solutions
• Self-motivated with a drive to achieve performance targets while ensuring product suitability and proper risk management
• Ability to ask probing questions, anticipate advisor and client needs, and take ownership of opportunities through to completion
• Experience working with high-net-worth and ultra-high-net-worth clientele preferred
• Knowledge of competitive lending platforms at major wire houses (Morgan Stanley, Merrill Lynch, Wells Fargo, etc.) preferred
• Familiarity with wealth management technology platforms and CRM systems preferred
• Previous experience in an internal consultant or product specialist role preferred

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: $100,000 - $120,000 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!