Wealth Management Growth Lead (NH/MA)

Vogrinc Search Group; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client, a full-service commercial bank serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to expand private client offerings across Southern NH and MA North Shore.

You will collaborate with Commercial Lending and Wealth Management SMEs to convert referrals into onboarding clients, manage relationships, and drive revenue growth in a quarterback-style role.

Qualifications

• Minimum 7 years of sales or business development in banking or wealth management.
• Proven ability to source and close high-net-worth clients.
• Strong local network in Southern NH and MA North Shore.

Responsibilities

• Prospect and develop new business referrals with Commercial Lending Team.
• Self-source business through networking and community involvement.
• Coordinate with Portfolio Managers and Financial Planning Professionals to onboard clients.

Skills

Networking skills

Relationship building

Sales experience

Industry knowledge

Education

CFP certification

Trust experience/ licenses

Job description

Our Client, a full-service commercial bank serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to expand private client offerings across Southern NH and MA North Shore.

You will collaborate with Commercial Lending and Wealth Management SMEs to convert referrals into onboarding clients, manage relationships, and drive revenue growth in a quarterback-style role.