Enhance wealth advisory partnerships at ClearEstate as a Strategic Partnerships Manager within Western Canada. Focus on client acquisition and servicing through strategic collaborations.
ClearEstate seeks a driven manager to oversee key partnerships in the wealth advisory arena. This role involves expanding ClearEstate’s distribution through effective partner engagement and strategic outreach. You’ll utilize your business development experience to solidify existing relationships and educate advisors on cutting-edge solutions to elevate client service.
Key Responsibilities:
• Foster long-term relationships with financial partners
• Drive business growth through training and support tools
• Increase referral frequency via effective communication
• Be the expert on estate planning and settlement processes
• Collaborate closely with internal teams on product development
Requirements:
• Proven success in sales or business development
• Background in financial services/asset management preferred
• Strong interpersonal and presentation skills
• Flexibility for travel within assigned territory
• Bilingual in English and French an asset
Utilize your strategic partnership skills to drive impactful change in the wealth advisory sector at ClearEstate.
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