Wealth Management Growth Lead – NH & MA North Shore

Modern Machining Solutions Inc; New Hampshire; Presencial; USD 150.000 - 300.000; Jornada completa

Descripción de la vacante

Our Client, a Massachusetts-based bank serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to lead market outreach in Southern NH and the MA North Shore. The quarterback coordinates private client investment management, retirement plans, and insurance specialists to educate prospects and convert referrals, while self-sourcing through networking.

CFP, trust experience or related licenses are helpful; compensation is competitive with

Formación

• Our client seeks a wealth management professional with strong referral networks.
• Proven sales success and ability to source new business.
• Experience coordinating cross-functional teams in financial services.

Responsabilidades

• Proactively source referrals through networking and community involvement.
• Coordinate private client investment management, retirement plans, and insurance specialists.
• Educate prospects on wealth management services and coordinate SMEs until onboarding.
• Act as quarterback for client onboarding and hand-off to relationship managers.

Conocimientos

Business development

Networking

Sales

Relationship building

Partnerships

Educación

CFP certification

Trust experience

Licenses (financial)

Descripción del empleo

Our Client, a Massachusetts-based bank serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to lead market outreach in Southern NH and the MA North Shore. The quarterback coordinates private client investment management, retirement plans, and insurance specialists to educate prospects and convert referrals, while self-sourcing through networking.

CFP, trust experience or related licenses are helpful; compensation is competitive with