Wealth Management Growth Partner Southern NH MA North Shore

KLA Industries, Inc.; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client Bank, a full-service commercial bank headquartered in Massachusetts serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) in Southern NH and MA North Shore.

The role centers on driving new business through referrals from COIs, networking, and coordinating with the Commercial Lending Team; onboarding clients and transitioning to Relationship Managers for ongoing service.

Qualifications

• Minimum 7–30+ years of sales experience.
• Strong local networks in Southern NH and MA North Shore.
• Self-sourcing via networking and community involvement.
• Ability to coordinate with internal SMEs to educate prospects.

Responsibilities

• Prospect and develop new business referrals from COIs (Attorneys & CPAs) with Commercial Lending Team.
• Self-source new business through networking and community involvement.
• Onboard clients and transition to Relationship Manager for day-to-day account management.

Skills

Sales experience

Networking

Referral networks

Team player

Education

CFP certification

Trust experience

Licenses (relevant)

Job description

Our Client Bank, a full-service commercial bank headquartered in Massachusetts serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) in Southern NH and MA North Shore.

The role centers on driving new business through referrals from COIs, networking, and coordinating with the Commercial Lending Team; onboarding clients and transitioning to Relationship Managers for ongoing service.