Wealth Management Biz Dev Pro – Southern NH & MA North Shore

SourcePro Search, LLC; New Hampshire; Presencial; USD 150.000 - 300.000; Jornada completa

Descripción de la vacante

The Bank in New England seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to bring the wealth management value proposition to Southern NH and MA North Shore, collaborating with the Commercial Lending Team. The role focuses on sourcing referrals, networking, and educating prospects with internal SMEs, transitioning onboarded clients to a Relationship Manager.

A track record of sales success and strong community connections is expected; CFP or related

Formación

• Proven sales success in wealth management or related financial services.
• Strong network and community involvement in Southern NH and MA North Shore.
• Experience coordinating with specialists and lenders to win new business.

Responsabilidades

• Prospect and develop new business referrals from CRE, nonprofits, attorneys and CPAs.
• Self-source opportunities through targeted networking and community involvement.
• Coordinate with internal SMEs (Portfolio Managers, Trust Officers, Financial Planning Professionals, Employer Retirement and Insurance Specialists) to educate prospects.
• Onboard clients and transition day-to-day management to a Relationship Manager.

Conocimientos

Sales experience

Networking

Relationship building

Team collaboration

Educación

CFP certification

Trust experience

Other licenses

Descripción del empleo

The Bank in New England seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to bring the wealth management value proposition to Southern NH and MA North Shore, collaborating with the Commercial Lending Team. The role focuses on sourcing referrals, networking, and educating prospects with internal SMEs, transitioning onboarded clients to a Relationship Manager.

A track record of sales success and strong community connections is expected; CFP or related