Wealth Management Growth Leader (NH & MA North Shore)

Sun Recruiting, Inc.; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client Bank seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) in Southern New Hampshire and nearby Massachusetts North Shore communities. You will work with the Commercial Lending Team to generate leads from business owners, nonprofits, and COIs, while self-sourcing opportunities through networking.

The role oversees bringing the bank’s wealth management services to market, coordinating Portfolio Managers and Trust Officers to educate prospects, with a

Qualifications

• Past proven sales success
• Strong referral networks
• Team player who partners with colleagues

Responsibilities

• Prospect and develop new business referrals with COIs (Attorneys & CPAs)
• Collaborate with Commercial Lending Team to identify leads
• Self-source new business through networking and community involvement
• Educate prospects on Wealth Management value proposition and coordinate internal SMEs

Skills

Sales success

Referral networks

Team player

Education

CFP

Trust experience

Job description

Our Client Bank seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) in Southern New Hampshire and nearby Massachusetts North Shore communities. You will work with the Commercial Lending Team to generate leads from business owners, nonprofits, and COIs, while self-sourcing opportunities through networking.

The role oversees bringing the bank’s wealth management services to market, coordinating Portfolio Managers and Trust Officers to educate prospects, with a