Lead partnership development in the wealth sector as a Business Development Manager. Engage with strategic partners and enhance client acquisition efforts while enjoying a hybrid work structure.
This full-time role focuses on activating wealth advisors and cultivating strong relationships with financial institutions across Southern Ontario. You will play a crucial part in educating partners about ClearEstate’s offerings and contributing to the design of effective sales strategies. Your expertise will directly impact the quality of experience families have during the estate planning process.
Key Responsibilities:
• Build and strengthen partner relationships in targeted regions
• Nurture existing connections while generating new ones
• Provide training on ClearEstate’s affordances
• Enable partner engagement through support and resources
• Contribute to product development insights
Requirements:
• Sales/business development experience required
• Familiarity ...