Wealth Growth Partner – Southern NH & MA North Shore

Hire Consulting Services; New Hampshire; Vor Ort; USD 150.000 - 300.000; Vollzeit

Zusammenfassung

Our Client, a full-service bank, seeks a Wealth Management Business Development Officer to drive commercial relationships in Southern NH and MA North Shore. You will source referrals, partner with Commercial Lending, and educate clients on investment and retirement strategies.

The role emphasizes a quarterback approach, coordinating internal experts to convert prospects into onboarded clients and handing off to Relationship Managers for ongoing service.

Qualifikationen

• Proven sales success in financial services.
• Strong networking within Southern NH and MA North Shore.
• Ability to coordinate internal SMEs to educate prospects.

Aufgaben

• Prospect and develop new business referrals for Wealth Management solutions.
• Self-source new business through networking and community involvement.
• Coordinate with Portfolio Managers, Trust Officers, Financial Planners, and Insurance Specialists to educate prospects.
• Assist onboarding of new clients and transition to Relationship Manager.

Kenntnisse

Business development

Networking

Referral cultivation

Relationship management

Ausbildung

CFP certification

Trust experience or licenses

Jobbeschreibung

Our Client, a full-service bank, seeks a Wealth Management Business Development Officer to drive commercial relationships in Southern NH and MA North Shore. You will source referrals, partner with Commercial Lending, and educate clients on investment and retirement strategies.

The role emphasizes a quarterback approach, coordinating internal experts to convert prospects into onboarded clients and handing off to Relationship Managers for ongoing service.