Wealth Management Growth Partner (NH/MA)

Horan Hiring Solutions, LLC; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client, a full-service commercial bank in New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive growth in Southern NH and MA North Shore. You will partner with the Commercial Lending Team to source referrals from business owners, non-profits, attorneys and CPAs, and will self-source via networking.

The quarterback role coordinates with Portfolio Managers, Trust Officers, and Retirement specialists to educate prospects and onboard

Qualifications

• Proven sales success in financial services.
• Strong referral networks and community involvement.
• Minimum of 7–30+ years of experience.
• CFP, Trust experience or licenses helpful.

Responsibilities

• Develop new business referrals from COIs and networks.
• Collaborate with Commercial Lending Team for leads.
• Self-source business through community involvement.
• Coordinate with internal SMEs to educate prospects.

Skills

Sales experience

Networking

Wealth management

Relationship building

Education

CFP preferred

Trust experience

Tools

CRM software

Job description

Our Client, a full-service commercial bank in New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive growth in Southern NH and MA North Shore. You will partner with the Commercial Lending Team to source referrals from business owners, non-profits, attorneys and CPAs, and will self-source via networking.

The quarterback role coordinates with Portfolio Managers, Trust Officers, and Retirement specialists to educate prospects and onboard