Join Harness as a Strategic Client Manager to foster deep client connections and enhance service delivery. Develop trust with advisors in a adaptable work atmosphere.

Harness, a leader in financial technology under Advisor Solutions by Purpose, is looking for a Strategic Client Manager. This role emphasizes building irreplaceable relationships with referring advisors to foster a service-centric culture. Your ability to synthesize each advisor's needs will create impactful solutions and reinforce satisfaction.

Key Responsibilities: • Establish and nurture strong relationships with advisors • Act as their primary point of contact and advocate • Share growth strategies and best practices for client assets • Collaborate with internal teams to ensure client satisfaction • Provide feedback to enhance offerings and platform efficiency

Requirements: • 5+ years in relationship management within financial services • Genuine grasp of the wealth management ecosystem • Robust interpersonal and influencing skills • Bachelor's degree or equivalent experience • Interest in AI tool applications

Harness the chance to make an indelible impact on client relationships and platform success. #J-18808-Ljbffr

📌 Strategic Client Manager Harness Winnipeg
🏢 Advisor Solutions by Purpose
📍 Winnipeg