17 Aug
|
Advisor Solutions by Purpose
|
Toronto
17 Aug
Advisor Solutions by Purpose
Toronto
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 platformServe as the primary trusted advocate for advisorsIdentify growth opportunities and best practices for client assetsCollaborate with Portfolio Managers for seamless client serviceGather advisor feedback for internal improvementsRequirements:5+ years in relationship management in financial servicesStrong communication and interpersonal skillsUnderstanding of advisor business modelsBachelor's degree or equivalent experienceCuriosity about AI tools in financial servicesElevate advisor experiences and boost platform growth with your relationship expertise at Harness.#J-18808-Ljbffr
📌 Senior Relationship Manager At Harness (Toronto)
🏢 Advisor Solutions by Purpose
📍 Toronto