Manager Of Wealth Partnerships Development London

Manager Of Wealth Partnerships Development London

30 Aug
|
Diagram
|
London

30 Aug

Diagram

London

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 solid 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 current 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 with financial services or insurance a bonus
Proficient in managing key partnerships and stakeholders
Skilled communication and presentation skills are essential
Bilingual (English/French) is advantageous Drive meaningful change in the wealth industry by enhancing estate planning processes and family experiences through robust partnerships.

📌 Manager Of Wealth Partnerships Development London
🏢 Diagram
📍 London

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