Wealth Management Business Developer - NH & MA North Shore

Workforce Recruiter; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

A leading New England bank seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to bring the bank's wealth management value to Southern NH and the MA North Shore. You will build and nurture relationships with business owners, nonprofits, attorneys and CPAs to generate referrals and new business.

The role requires coordinating with internal SMEs to educate prospects and develop comprehensive wealth solutions, then transitioning clients to a Relationship Manager

Qualifications

• Minimum 7+ years of sales experience in wealth management or related field.
• Strong local referral network in Southern NH and MA North Shore.
• Ability to coordinate internal SMEs to educate prospects.
• CFP, Trust or related licenses are a plus.

Responsibilities

• Prospect and develop new business referrals with business owners and nonprofits.
• Collaborate with Commercial Lending Team to source opportunities.
• Self-source through networking and community involvement.
• Onboard clients and transition to Relationship Manager for ongoing service.

Skills

Sales & business development

Networking

Relationship building

Team collaboration

Education

CFP certification

Trust experience

Licenses (securities, etc.)

Job description

A leading New England bank seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to bring the bank's wealth management value to Southern NH and the MA North Shore. You will build and nurture relationships with business owners, nonprofits, attorneys and CPAs to generate referrals and new business.

The role requires coordinating with internal SMEs to educate prospects and develop comprehensive wealth solutions, then transitioning clients to a Relationship Manager