Wealth Management Business Growth Officer

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

Job summary

Our Client in New England seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to bring the bank’s wealth management value proposition to Southern NH and the MA North Shore. You will network, source referrals, and partner with the Commercial Lending team to convert prospects into clients.

You will coordinate internal SMEs, service clients after onboarding by a Relationship Manager, and leverage a strong referral network.

Qualifications

• Proven sales success and a strong network in the market.
• Ability to self-source opportunities through networking and community involvement.
• Experience collaborating with internal teams to convert leads into clients.

Responsibilities

• Prospect and develop new business referrals with local professionals and business owners.
• Source opportunities through networking in Southern NH and MA North Shore and via COIs (Attorneys & CPAs).
• Coordinate with Commercial Lending and SMEs to educate and convert prospects, then transition onboarding to Relationship Manager.

Skills

Sales

Networking

Referral building

Team player

Education

CFP / Trust experience or related licenses

Job description

Our Client in New England seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to bring the bank’s wealth management value proposition to Southern NH and the MA North Shore. You will network, source referrals, and partner with the Commercial Lending team to convert prospects into clients.

You will coordinate internal SMEs, service clients after onboarding by a Relationship Manager, and leverage a strong referral network.