Wealth Management Growth Lead – Southern NH/MA

Barrette Workforce Solutions, LLC; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client, a Massachusetts-headquartered commercial bank serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) with deep Southern NH and MA North Shore connections. You will drive referrals, self-source opportunities, and coordinate with internal experts to educate prospects.

The quarterback role requires proven sales success, community involvement, and a team-oriented approach.

Qualifications

• 7–30+ years of experience in wealth management or related sales.
• CFP, Trust experience or other relevant licenses are helpful.

Responsibilities

• Prospect and develop new business referrals with the Commercial Lending Team.
• Self-source new business through networking and community involvement.
• Coordinate internal SMEs (Portfolio Managers, Trust Officers, Financial Planning Professionals, Employer Retirement and Insurance Specialists) to educate prospects.
• Onboard clients and transition to Relationship Manager for day-to-day account management.

Skills

Sales experience

Networking

Community involvement

Team player

Referral networks

Education

CFP certification

Trust experience

Other relevant licenses

Job description

Our Client, a Massachusetts-headquartered commercial bank serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) with deep Southern NH and MA North Shore connections. You will drive referrals, self-source opportunities, and coordinate with internal experts to educate prospects.

The quarterback role requires proven sales success, community involvement, and a team-oriented approach.