Drive client success as a Senior Relationship Manager at Harness. Focus on building trust and deep connections with advisors in a adaptable hybrid work environment.

Harness, part of Advisor Solutions by Purpose, is seeking a Senior Relationship Manager to enhance relationships with referring advisors. You will be responsible for deepening partnerships, understanding advisor goals, and facilitating seamless client experiences. Your role ensures clients get the best service while Platform revenues grow steadily through genuine advocacy.

Key Responsibilities:
• Deepen relationships with referring advisors on the Harness platform
• Serve as the primary trusted advocate for advisors
• Identify growth opportunities and best practices for client assets




• Collaborate with Portfolio Managers for seamless client service
• Gather advisor feedback for internal improvements

Requirements:
• 5+ years in relationship management in financial services
• Strong communication and interpersonal skills
• Understanding of advisor business models
• Bachelor’s degree or equivalent experience
• Curiosity about AI tools in financial services

Elevate advisor experiences and boost platform growth with your relationship expertise at Harness.
#J-18808-Ljbffr

📌 Senior Relationship Manager at Harness (Ontario)
🏢 Advisor Solutions by Purpose
📍 Ontario