Vice President – Private Wealth Business Development (West Coast)
Vice President – Private Wealth Business Development (West Coast)
palmer square capital managementDenver, CO
3 days ago
Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceTrust, Fiduciary, and Custody Activities
Apply for this role →Company Description:
Founded in 2009 and based just outside of Kansas City, Palmer Square Capital Management is a boutique investment manager specializing in corporate credit and structured credit, currently managing approximately $35.9 billion across various vehicles and strategies for a diverse set of clients that includes institutions, family offices, and registered investment advisory firms (as of 2/28/2026).Our investment team has over a decade of experience working at top investment firms and directly investing opportunistically in credit. Our backgrounds include deep experience in credit, hedging, alternatives, equity, and risk management. For more information about our firm, please visit www.palmersquarecap.com. Vice President - Private Wealth Business Development Palmer Square is currently seeking candidates for a Business Development position focused on the Private Wealth channels. This position offers a unique opportunity to not only work with a growing firm, but also a collaborative sales team.
POSITION RESPONSIBILITIES:
Responsible for territory revenue growth in the private wealth channel through new business development and management of existing relationships Maintain deep understanding of Palmer Square investment products Develop territory business plan with executable goals and targets Performs other related duties and special projects as necessary or assignedREQUIRED SKILLS/ABILITIES:Works well independently and with minimal guidance Strong communication and presentation skills Ability to establish business plan with fundraising goals and targets Proficient in Microsoft Office Suite Adaptable to changing needs in a fast-paced, entrepreneurial environment High attention to detail and the ability to effectively problem solveEDUCATION AND EXPERIENCE:Bachelor’s degree in finance-related field is preferredFINRA Series 7 and 63 Minimum of 5 yrs experience in business development in the RIA, IBD and Wirehouse channels Successful track record of building new relationships and fundraising in specified markets Strong understanding of financial products: ETFs, mutual funds, private funds, BDCsExperience dealing with credit/fixed income and/or alternative products assets is a plus Please send resumes to careers@palmersquarecap.com.
Also on the board Same function, level within a rung
Level
Senior
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Miscellaneous Financial Investment Activities
Posted
3 days ago