Enhance client experiences as a Client Experience Manager with Harness. Build genuine relationships while strategically addressing advisor needs in a hybrid work model.

In this pivotal role at Harness, as part of Advisor Solutions by Purpose, you will focus on strengthening bonds with referring advisors. Your expertise will drive client engagement, ensuring advisors are equipped with the necessary resources to achieve growth. Success comes from your ability to meld responsiveness with a profound understanding of advisor requirements.

Key Responsibilities:
• Own the primary trust relationship with advisors
• Build lasting connections based on transparency and understanding
• Help advisors expand their services and client books




• Work closely with Portfolio Managers for quality service delivery
• Channel feedback from advisors for product enhancement

Requirements:
• Minimum 5 years in client-facing relationship management
• Solid wealth management knowledge and advisor model insight
• Excellent influencing communication skills
• Bachelor's degree or relevant licenses
• Interest in AI tools and their applications

Utilize your skills to facilitate exceptional client relations and growth at Harness.
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📌 Client Experience Manager at Harness (Ontario)
🏢 Advisor Solutions by Purpose
📍 Ontario