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 regionsNurture existing connections while generating new onesProvide training on ClearEstate's affordancesEnable partner engagement through support and resourcesContribute to product development insightsRequirements:Sales/business development experience requiredFamiliarity with financial services or insurance a bonusProficient in managing key partnerships and stakeholdersProfessional communication and presentation skills are essentialBilingual (English/French) is advantageousDrive meaningful change in the wealth industry by enhancing estate planning processes and family experiences through robust partnerships.
📌 Manager Of Wealth Partnerships Development (Alton)
🏢 Diagram
📍 Alton
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