Wealth Management, Business Development Officer

POSITION SUMMARY

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.

The successful candidate will cultivate leads, build relationships across the community and within Provident Bank, and guide prospects through the full sales cycle for investment advisory, fiduciary, and financial planning solutions. Working closely with internal partners, the Business Development Officer will help bring the right specialists to the table to deliver thoughtful, client-centered strategies across asset allocation, tax, retirement, education, insurance, and estate planning. This is a results-oriented position that requires strong judgment, creativity, professionalism, and the ability to stay current with market trends and evolving client needs.

KEY JOB RESPONSIBILITIES

• Identify and develop new business opportunities using creative prospecting strategies, data mining, and market intelligence.
• Build and maintain a strong network of referral sources and outside relationships, including the Schwab Advisor Network (SAN), Provident Bank partners/customers, and Centers of Influence (COIs).
• Drive the end-to-end sales process-from initial outreach and discovery through solution development and onboarding, ensuring an exceptional prospect experience.
• Collaborate with Beacon Trust and Provident colleagues to align resources and deliver tailored solutions that meet prospect and client needs.
• Support the creation of proposals, presentations, and new business materials; lead or coordinate meetings and follow-up to advance opportunities.
• Maintain a strong working knowledge of Beacon Trust and Provident products and services, and remain informed on market conditions, competitors, and industry trends.
• Demonstrate strong analytical skills, independent judgment, and diplomacy while operating within established policies and procedures.
• Perform other related duties as assigned.
• Manage and train Sales Associate(s) on appropriate sales and prospecting techniques

MINIMUM QUALIFICATIONS

• BA in Finance, Accounting or Liberal Arts. Advanced degree (MBA) or equivalent experience is helpful.
• 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).
• Ability to travel when necessary to meet and entertain prospects.

LICENSES AND/OR CERTIFICATES

• Series 65 or equivalent licensing required within 90 days of hire date

WORKING CONDITIONS:

Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.

• Prolonged sitting
• Lifting from 5 to 10 lbs. (printer paper, storage boxes)
• Occasional bending or overhead lifting (storing files or boxes)
• The hazards are mainly those present in a normal office setting

Provident Bank, Beacon Trust and /or Provident Protection Plus require consent to conduct a comprehensive background check. This background check will be tailored to the specific requirements of the position for which you are applying. These reviews may include, but are not limited to:

• Verification of employment
• Verification of educational background and degrees
• Criminal records check
• Civil records check
• Credit history check
• Verification of professional licenses and certifications (if applicable)
• Web CRD records (if applicable)
• Any records related to federal, state, and/or local statutes
• Any records related to Code of Ethics adherence (if applicable)
• Any other records requested in connection with questions on the candidate's background

The scope of the background check will be determined based on the level and responsibilities of the role. The results of the background check will be used solely to assess suitability for the specified position. Any false information, omissions, or failure to provide consent to undergo these reviews may disqualify a candidate from
employment.

This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.


We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.

Pay Details: $99,400 - $163,300


Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.


This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.

Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

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Why Beacon Trust

When it comes to preserving and growing your wealth, you need an experienced firm to work with you through every financial phase of life, clearly understanding your goals today and tomorrow. No matter what phase you happen to be in, Beacon Trust has the knowledge, experience and services to guide you forward.

Mission Statement

We understand that clients look to us for collaboration and, more importantly, leadership in developing sound and effective wealth management plans. "Innovating Wealth Strategy" articulates what we do and what we believe in.

It speaks to our inherent drive to deepen every client relationship and to make every client's experience enriching and productive. Since each client is different, so too are the paths to their respective financial goals. That is why we base our asset allocation strategies on 'your' personal financial risk preference-not ours.

Therefore, to successfully guide our clients, it is essential that we have the deepest understanding of what they are looking to accomplish financially, both today and tomorrow.