Business Development Manager, Wealth Industry (Calgary / Edmonton)

As a Business Development Manager, you will play a pivotal role in driving ClearEstate's mission by activating wealth advisors and managing client acquisition. You will work alongside a team of dedicated professionals, making a tangible impact on the success of ClearEstate and the lives of families in need.

Requirements

• Build and maintain relationships with strategic partners (financial advisors and credit unions) within the territory of Western Canada
• Achieve business growth by nurturing relationships and creating new ones
• Promote new and/or enhanced processes/tools
• Educate on ClearEstate's value proposition to existing/prospective partners and their clients
• Enable partner engagement by providing ongoing support, marketing tools, and content
• Increase referral frequency and retention by fostering strong partnership relationships
• Develop effective sales strategies to facilitate customer and partner expansion
• Collaborate with marketing and product teams on brand and product development initiatives

Benefits

• Competitive compensation
• Opportunities for growth and access to a great network of professionals
• Transparent overall compensation package, offering fully funded benefits and insurance plans
• Market-leading expense reimbursement policy
• Promotion of work-life balance with 4 weeks vacation and 6 flex days