Beacon Trust · 1 day ago
Wealth Management, Business Development Officer
Morristown, NJ
Full-time
Onsite
Senior Level, Lead/Staff
$99K/yr - $163K/yr
10+ years expBeacon Trust is a financial services company focused on wealth management, and they are seeking a Business Development Officer to drive growth by developing a network of referral partners and prospective clients. The role involves utilizing data and market insights to enhance client acquisition, retention, and awareness of the company's wealth management capabilities.
Financial Services
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
Qualification
Required
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
Series 65 or equivalent licensing required within 90 days of hire date
Benefits
Paid time-off (PTO)
Holiday (PTO)
Health and Wellness benefits including Medical, Dental and Vision Plans
Flexible and Health Savings Accounts
401(k) Retirement Plan
Disability Insurance
Employee Assistance Program
Basic Life Insurance
Tuition Disbursement and Loan Repayment programs
Supplemental Life Insurance
Accident
Critical Illness
Hospital Indemnity
Legal plans
Company
Beacon Trust
Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management.
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-10-07
2025-10-07
2025-07-24
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