Wealth Management, Business Development Officer

Select how often (in days) to receive an alert: 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. #LI-hybrid 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. 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. #J-18808-Ljbffr