Business Development in Wealth Management

Lead transformative business development initiatives within the wealth industry. Manage strategic partnerships and promote client engagement while utilizing a hybrid working model.
This role emphasizes relationship-building with financial advisors and credit unions to achieve business growth. You will be integral to expanding ClearEstate's offerings by effectively educating partners and providing ongoing support. Collaborate with teams to ensure a comprehensive approach to client acquisition and retention.
Key Responsibilities:
• Build and maintain key relationships with partners
• Promote and implement new processes and tools
• Serve as the local expert on partnership management
• Create effective sales strategies for expansion
• Travel for conferences and meetings as required
Requirements:
• Experience in sales or business development is essential
• Knowledge of financial services is a bonus
• Strong personal presentation skills required
• Must pos...

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