Business Development Manager

POSITION SUMMARY

The Wealth Management Business Development Officer is a growth driver, 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 wealth management capabilities.

The successful candidate will cultivate leads, build relationships across the community and within the 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.