Wealth Management Growth Officer | NH & MA North Shore

Your Talent Team; 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 bring its private client wealth management value proposition to market across Southern New Hampshire and the MA North Shore.

You will work closely with the Commercial Lending Team to source and develop relationships with business owners, non-profits, attorneys and CPAs, coordinating internal experts to educate prospects.

Qualifications

• Proven track record in wealth management or financial services.
• Strong network within Southern NH and MA North Shore communities.
• Experience coordinating internal SMEs to educate clients.

Responsibilities

• Prospect and develop new business referrals for Wealth Management.
• Self-source business through networking and community involvement.
• Coordinate with Portfolio Managers, Trust Officers, and Financial Planners.
• Onboard clients and transition to Relationship Manager for ongoing service.

Skills

Sales experience

Networking

Referral networks

Team collaboration

Education

CFP certification

Trust experience

Job description

The Bank is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to bring its private client wealth management value proposition to market across Southern New Hampshire and the MA North Shore.

You will work closely with the Commercial Lending Team to source and develop relationships with business owners, non-profits, attorneys and CPAs, coordinating internal experts to educate prospects.