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 developmentRequirements:
Proven success in sales or business development
Background in financial services/asset management preferred
Solid interpersonal and presentation skills
Flexibility for travel within assigned territory
Bilingual in English and French an assetUtilize your strategic partnership skills to drive impactful change in the wealth advisory sector at ClearEstate.#J-18808-Ljbffr