Wealth Management Business Developer – NH/MA North Shore

Eden Capital Careers; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our client, a full-service commercial bank, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) in New England. The ideal candidate is well connected in Southern NH (Salem, Nashua & surrounding area) and MA North Shore communities (Lowell, Tewksbury & surrounding area) to source and develop new business referrals.

This quarterback role brings the bank's wealth management value proposition to market, coordinating internal SMEs to educate prospects.

Qualifications

• Proven sales success in wealth management or financial services.
• Strong local referral networks in Southern NH and MA North Shore.
• Experience coordinating with multiple internal SMEs is a plus.

Responsibilities

• Source and develop new business referrals through networking and community involvement.
• Collaborate with Commercial Lending Team and internal SMEs to win clients.
• Coordinate onboarding and transition to Relationship Manager after onboarding.

Skills

Sales experience

Wealth management

Referral networks

Community involvement

Networking

Education

CFP

Trust experience

Job description

Our client, a full-service commercial bank, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) in New England. The ideal candidate is well connected in Southern NH (Salem, Nashua & surrounding area) and MA North Shore communities (Lowell, Tewksbury & surrounding area) to source and develop new business referrals.

This quarterback role brings the bank's wealth management value proposition to market, coordinating internal SMEs to educate prospects.