Neo Financial

Business Development Manager, Mortgages

Neo Financial

full-time

Posted on:

Location Type: Remote

Location: Canada

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About the role

  • Plan, schedule, and conduct in-person and virtual meetings, presentations, and events to promote company products and services.
  • Act as the primary point of contact for brokers in the region, ensuring consistent communication and support.
  • Represent the company at industry conferences, trade shows, and networking events.
  • Develop and execute a regional business development strategy to achieve funded volume and market share targets.
  • Identify and onboard new broker partners aligned with company goals and values.
  • Collaborate with internal teams (credit, operations, marketing, and product) to deliver exceptional broker experiences.
  • Gather and share market intelligence, competitive insights, and broker feedback to inform strategy and product development.
  • Deliver broker training and educational sessions to enhance product knowledge and engagement.
  • Demonstrate an entrepreneurial mindset with accountability for regional performance.
  • Take initiative to identify opportunities, solve problems, and drive continuous improvement.
  • Embody and promote the company’s culture of innovation, transparency, and collaboration.

Requirements

  • Minimum 5+ years of experience in mortgage lending, broker relations, or financial services business development
  • Deep understanding of the mortgage broker channel and the Atlantic Canada / Ottawa market landscape
  • Proven track record of achieving or exceeding sales targets
  • Strong communication, negotiation, and presentation skills
  • Ability to travel regularly within the region
  • Self-motivated, results-driven, and comfortable working independently in a startup environment.
Benefits
  • All team members have a stake in Neo’s success and earn meaningful equity through stock options
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
mortgage lendingbusiness developmentsales targetsmarket intelligencebroker trainingcompetitive insightsproduct knowledge
Soft Skills
communicationnegotiationpresentationself-motivatedresults-drivenentrepreneurial mindsetproblem-solvinginitiativecollaboration