Wealth Management Growth Lead — Southern NH & MA North Shore

Calqulate Metrics Ltd; Merrimac (MA); On-site; USD 150,000 - 300,000; Full time

Job summary

The Bank in Massachusetts is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant). You will drive referrals, source new business through networking, and coordinate with internal specialists to educate prospects.

The ideal candidate has 7–30+ years in the field, strong local networks in Southern NH and MA North Shore, and CFP or Trust licenses are helpful. Competitive comp with incentives awaits.

Qualifications

• Proven track record in sales and business development within wealth management or banking.
• Strong referral networks and active community involvement.
• 7+ years of experience (up to 30+ years) in wealth management or related finance roles.

Responsibilities

• Prospect and develop new business referrals with individuals, families, and businesses.
• Self-source new business through networking and community involvement.
• Collaborate with Commercial Lending Team and internal SMEs to educate prospects.
• Onboard clients and transition to Relationship Manager for ongoing management.

Skills

Sales experience

Networking

Relationship building

Team collaboration

Prospecting

Education

CFP certification

Trust experience

Job description

The Bank in Massachusetts is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant). You will drive referrals, source new business through networking, and coordinate with internal specialists to educate prospects.

The ideal candidate has 7–30+ years in the field, strong local networks in Southern NH and MA North Shore, and CFP or Trust licenses are helpful. Competitive comp with incentives awaits.