Wealth Management Growth & Partnerships Lead

Top Echelon Software, LLC; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

A Massachusetts-based commercial bank is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to lead market development in Southern NH (Salem, Nashua & surrounding area) and the MA North Shore. You will partner with the Commercial Lending Team to source new opportunities from business owners, non-profit organizations, and COIs while self-sourcing through networking.

The role coordinates internal SMEs to deliver wealth management solutions and assigns a

Qualifications

• Proven sales success with target-driven results.
• Strong referral networks in NH/MA.
• Willingness to self-source and network in the community.
• Experience coordinating with internal SMEs.

Responsibilities

• Prospect and develop new business referrals with the Commercial Lending Team.
• Self-source new business through networking and community involvement.
• Coordinate internal SMEs to educate and onboard prospects.
• Onboard clients and transition to Relationship Manager for ongoing service.

Skills

Sales experience

Referral networks

Networking

Team collaboration

Education

CFP certification

Trust experience

Job description

A Massachusetts-based commercial bank is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to lead market development in Southern NH (Salem, Nashua & surrounding area) and the MA North Shore. You will partner with the Commercial Lending Team to source new opportunities from business owners, non-profit organizations, and COIs while self-sourcing through networking.

The role coordinates internal SMEs to deliver wealth management solutions and assigns a