Wealth Management Biz Dev Lead – NH/MA

Professional Recruiting Consultants, Inc.; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client, a full-service commercial bank headquartered in Massachusetts, serves New England with Wealth Management solutions and private client services. The Wealth Management Business Development Officer role focuses on Southern NH and MA North Shore, driving growth through referrals and active networking.

You will collaborate with Commercial Lending and internal experts to educate prospects and coordinate solutions, with ongoing client onboarding and handoff to Relationship Managers for

Qualifications

• Proven sales success with strong referral networks.
• Outgoing, well connected in Southern NH and MA North Shore.
• 7–30+ years of experience; CFP or trust licenses helpful.

Responsibilities

• Prospect and develop new business referrals with Lending Team.
• Self-source new business through networking and community involvement.
• Coordinate internal SMEs to educate new prospects.
• Onboard clients and transition to Relationship Manager for ongoing care.

Skills

Networking

Sales experience

Referral networks

Team player

Education

CFP certification

Trust experience

Job description

Our Client, a full-service commercial bank headquartered in Massachusetts, serves New England with Wealth Management solutions and private client services. The Wealth Management Business Development Officer role focuses on Southern NH and MA North Shore, driving growth through referrals and active networking.

You will collaborate with Commercial Lending and internal experts to educate prospects and coordinate solutions, with ongoing client onboarding and handoff to Relationship Managers for