Wealth Management Growth Officer - NH/MA Network

United Future; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

The Bank is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to expand its wealth management footprint in Southern NH and the MA North Shore. The role drives new business referrals through collaboration with the Commercial Lending Team and self-sourcing at the community level.

The ideal candidate will bring 7+ years of sales experience in wealth management, a proven regional network, and licenses such as CFP or Trust experience.

Qualifications

• Minimum 7+ years of experience in wealth management or related sales roles
• Strong network and community involvement in Southern NH and MA North Shore
• CFP, Trust experience or other relevant licenses would be helpful

Responsibilities

• Develop new business referrals by partnering with the Commercial Lending Team to target business owners, nonprofits, and other COIs (Attorneys & CPAs) to prospect and develop opportunities
• 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 and convert them to clients
• Onboard clients and transition day-to-day relationship management to a dedicated Relationship Manager

Job description

The Bank is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to expand its wealth management footprint in Southern NH and the MA North Shore. The role drives new business referrals through collaboration with the Commercial Lending Team and self-sourcing at the community level.

The ideal candidate will bring 7+ years of sales experience in wealth management, a proven regional network, and licenses such as CFP or Trust experience.