Join Harness as a Strategic Client Manager to foster deep client connections and enhance service delivery. Develop trust with advisors in a flexible 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 robust 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
- Strong interpersonal and influencing skills
- Bachelor's degree or equivalent experience
- Interest in AI tool applications Harness the opportunity to make an indelible impact on client relationships and platform success. #J-18808-Ljbffr

📌 Strategic Client Manager - Harness (Toronto)
🏢 Advisor Solutions by Purpose
📍 Toronto