Business Development Manager, Wealth Industry (Greater Vancouver)
Clearestate
About this role
A Business Development Manager at ClearEstate focuses on expanding the company's presence in the wealth industry within Greater Vancouver by building strategic partnerships and managing client relationships. The role involves engaging with financial advisors, promoting estate planning solutions, and supporting sales objectives to promote growth. It is suited for proactive, organized individuals with a background in sales or business development, particularly within financial services.
Skills
About Clearestate
clearestate.comClearEstate is an online estate planning and settlement service that combines a guided digital platform with expert support to help executors and families navigate probate and estate administration. The company provides step‑by‑step checklists, document preparation, and hands‑on assistance to simplify settling an estate and remove guesswork. Positioned as a one‑stop shop for planning and settlement needs, ClearEstate offers free resources (like a probate checklist) and has served over 100,000 executors.
About Clearestate
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Clearestate.
Salary
$75k – $85k
per year
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