Wealth Management Business Developer - NH & MA North Shore

Management Performance Associates; New Hampshire; Presencial; USD 150.000 - 300.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation with Incentiv

Incentive-based earnings

Descripción de la vacante

Management Performance Associates is partnering with a prominent regional bank to hire a Wealth Management Business Development Officer (Commercial Financial Consultant). The role focuses on Southern NH and MA North Shore networking to generate new wealth-management opportunities and refer prospects to the Commercial Lending and Investment teams.

You will collaborate with Portfolio Managers, Trust Officers and Insurance Specialists to educate and convert prospects, with the expectation of a

Formación

• Minimum 7+ years of sales or wealth management experience.
• Strong referral networks in Southern NH and MA North Shore.
• Proven track record of prospecting and closing new business.
• CFP certification or related licenses are helpful.

Responsabilidades

• Prospect and develop new business referrals with COIs and commercial clients.
• Self-source new business through networking and community involvement.
• Coordinate with Lending Team and internal SMEs to educate prospects and onboard clients.
• Transition onboarded clients to Relationship Manager for ongoing service.

Conocimientos

Networking

Sales

Relationship building

Industry knowledge

Educación

CFP certification

Descripción del empleo

Management Performance Associates is partnering with a prominent regional bank to hire a Wealth Management Business Development Officer (Commercial Financial Consultant). The role focuses on Southern NH and MA North Shore networking to generate new wealth-management opportunities and refer prospects to the Commercial Lending and Investment teams.

You will collaborate with Portfolio Managers, Trust Officers and Insurance Specialists to educate and convert prospects, with the expectation of a