Wealth Management Growth Lead – NH & MA

Top Echelon Software, LLC.; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Competitive incentives

Community involvement opportunities

Job summary

Our client, a full‑service commercial bank in Massachusetts serving New England, seeks a Wealth Management Business Development Officer. The candidate will be well connected in Southern NH and MA North Shore, working with lenders to win new commercial clients and educate prospects on wealth solutions.

The role quarterbacks wealth management efforts, coordinating specialists to onboard clients, with day‑to‑day RM support after onboarding.

Qualifications

• Proven sales success with financial services products.
• Strong network in Southern NH and MA North Shore communities.
• Team player with ability to coordinate cross‑functional SMEs.

Responsibilities

• Prospect and develop new business referrals through networking.
• Collaborate with Commercial Lending Team to source opportunities.
• Coordinate internal experts to educate and onboard prospects.
• Self-source business and represent wealth management value proposition.

Skills

Sales experience

Networking

Relationship building

Financial services knowledge

Education

CFP or related licenses

Tools

CRM software

MS Excel

Job description

Our client, a full‑service commercial bank in Massachusetts serving New England, seeks a Wealth Management Business Development Officer. The candidate will be well connected in Southern NH and MA North Shore, working with lenders to win new commercial clients and educate prospects on wealth solutions.

The role quarterbacks wealth management efforts, coordinating specialists to onboard clients, with day‑to‑day RM support after onboarding.