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.

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.

All team members have a stake in Neo’s success and earn meaningful equity through stock options

Business Development Manager, Mortgages

Key skills