Business Development Manager, Wealth Industry (Ottawa)
Clearestate
About this role
A Business Development Manager at ClearEstate plays a key role in driving growth by activating wealth advisors and managing client acquisition within strategic partnerships. The role involves building relationships, promoting solutions, and supporting partnership success to expand the company's presence and services in the wealth management industry.
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
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View leadership team, funding history,
and employee contacts for Clearestate.
Salary
$75k – $160k
per year