Business Development Manager driving client acquisition from strategic partnerships in the wealth industry for ClearEstate. Focus on relationship - building and providing support for financial advisors and credit unions.
CL
ClearEstate
Currently Hiring
About the company
ClearEstate wants to change the way estates are settled.
Settling an estate can take months and cost thousands of dollars, thereby making an emotionally taxing process even more difficult for estate executors.
To make matters worse, executors are often left to their own devices and forced to figure it out as they go.
We know there’s a better way.
By creating a tech-enabled, end-to-end solution for estate settlements, we want to disrupt the inefficient status-quo and empower independent executors by automating administrative tasks, reduce the unnecessary involvement of licensed professionals in order to save costs, and educate executors and beneficiaries in order to create more transparency throughout the whole process.
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