Wealth Management Biz Dev Pro | NH & MA North Shore

Key People; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Key People is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive growth in Southern New Hampshire and the MA North Shore markets. The role focuses on sourcing and developing referrals through COIs, networking, and partnerships with internal SMEs to deliver wealth management solutions.

Ideal candidates bring 7–30+ years of relevant sales and wealth management experience.

Qualifications

• Minimum 7–30+ years of experience in wealth management, financial services, or related sales roles.
• Strong referral networks and community involvement.
• Ability to partner with internal SMEs to educate prospects and close business.

Responsibilities

• Prospect and develop new business referrals from COIs (attorneys, CPAs) and business owners.
• Self-source new business through networking and community involvement.
• Coordinate with Portfolio Managers, Trust Officers, Financial Planning Professionals, and Insurance Specialists to educate prospects.
• Transition onboarded clients to Relationship Managers for day‑to‑day management.

Skills

Sales experience

Networking

Relationship building

Financial services

Education

CFP Certification (optional)

Trust/Private Banking experience (optional)

Job description

Key People is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive growth in Southern New Hampshire and the MA North Shore markets. The role focuses on sourcing and developing referrals through COIs, networking, and partnerships with internal SMEs to deliver wealth management solutions.

Ideal candidates bring 7–30+ years of relevant sales and wealth management experience.