Senior Wealth Management Lending Specialist
Listed on 2026-03-01
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Sales
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Finance & Banking
Financial Consultant
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.
WhyJoin 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.
AboutThe 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…
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