South Carolina CPA Firm
The Wealth Management Business Development Officer serves as a Commercial Financial Consultant, prospecting new business referrals from the Commercial Lending Team and self-sourcing through networking in Southern NH and MA North Shore communities. This quarterback role coordinates internal subject matter experts to educate prospects on the Bank's Wealth Management value proposition, including investment management, retirement plans, and insurance products. The position requires a minimum of 7-30+ years of experience and a proven track record in sales and community involvement.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for South Carolina CPA Firm.
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