Wealth Management, Business Development Officer

The Wealth Management Business Development Officer is a growth driver for Beacon Trust, responsible for identifying, developing, and expanding a high-quality network of referral partners and prospective clients. This role uses data and market insights to uncover opportunities, strengthen client acquisition and retention, and increase awareness of Beacon Trust’s wealth management capabilities.

Requirements

• BA in Finance, Accounting or Liberal Arts
• 10 years of direct experience in financial sales and advisory/relationship management
• General knowledge of services and strategies offered at Beacon Trust
• Demonstrated success in prospecting, generating leads and closing business
• Ability to prioritize leads based on quality of data received from various analytical sources
• Experience in using data analytics that yield impactful results
• Excellent presentation skills and experience presenting to prospects
• Familiarity and comfort with CRM systems
• Proven new business track record
• Comprehensive sales experience
• Strong oral, written, communicative, interpersonal and management skills
• Very high proficiency with software programs (Microsoft Office Suite and Salesforce)

Benefits

• Paid time-off (PTO)
• Holiday (PTO)
• Medical, Dental and Vision Plans
• Flexible and Health Savings Accounts
• 401(k) Retirement Plan
• Disability Insurance
• Employee Assistance Program
• Basic Life Insurance
• Tuition Disbursement
• Loan Repayment programs