Wealth Management Business Development Lead

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

Job summary

Our Client is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) with deep connections in Southern NH and MA North Shore to drive growth for the bank's wealth management solutions.

You will partner with the Commercial Lending Team to source and develop new business referrals, while coordinating with internal specialists to deliver private client investment management, 401k plans, and insurance products.

Qualifications

• Proven track record in selling and developing new business referrals.
• Strong networking and community involvement across Southern NH and MA North Shore.

Responsibilities

• Prospect and develop new business referrals with Commercial Lending Team.
• Self-source new business through networking and community involvement.
• Coordinate with internal SMEs to educate and convert prospects.
• Onboard new clients; Relationship Manager handles day-to-day accounts.

Skills

Sales experience

Networking

Education

CFP certification

Job description

Our Client is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) with deep connections in Southern NH and MA North Shore to drive growth for the bank's wealth management solutions.

You will partner with the Commercial Lending Team to source and develop new business referrals, while coordinating with internal specialists to deliver private client investment management, 401k plans, and insurance products.