Wealth Management Growth Strategist

Henderson Group Recruiting; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client, a Massachusetts‑headquartered full‑service commercial bank, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive growth in Southern NH and the MA North Shore. The role focuses on sourcing relationships with business owners, nonprofits, attorneys and CPAs, coordinating with lending and investment professionals.

The ideal candidate has a proven sales record, strong community involvement, and a broad referral network.

Qualifications

• Minimum of 7–30+ years of experience in wealth management or related financial services.
• Proven sales success and ability to build relationships within the business community.
• Strong local referral network in Southern NH and MA North Shore.

Responsibilities

• Prospect and develop new business referrals for wealth management Solutions.
• Self-source new business through networking and community involvement.
• Coordinate with internal SMEs to educate prospects on bank wealth offerings.
• Onboard new clients and transition to Relationship Manager for ongoing service.

Skills

Sales experience

Networking

Referral networks

Team collaboration

Relationship building

Education

CFP certification

Trust experience/licenses

Job description

Our Client, a Massachusetts‑headquartered full‑service commercial bank, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive growth in Southern NH and the MA North Shore. The role focuses on sourcing relationships with business owners, nonprofits, attorneys and CPAs, coordinating with lending and investment professionals.

The ideal candidate has a proven sales record, strong community involvement, and a broad referral network.