Wealth Advisory Partnerships Manager
ClearEstate
Lead wealth advisory expansions at ClearEstate as the Strategic Partnerships Manager, focusing on client acquisition and strategic collaborations throughout Western Canada. In this pivotal role, you will drive business growth by fostering relationships with financial partners. Your expertise in sales or business development will help educate advisors about innovative solutions, enhancing their client service. This position is essential in promoting the ClearEstate brand through effective partner engagement and outreach. 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
- Proven success in sales or business development
- Background in financial services or asset management preferred
- Solid interpersonal and presentation skills
- Flexibility for travel within assigned territory
- Bilingual in English and French an asset
Vacancy posted 1 day ago
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