Join Harness as a Strategic Client Manager to foster deep client connections and enhance service delivery. Develop trust with advisors in a versatile 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 prospect to make an indelible impact on client relationships and platform success. #J-18808-Ljbffr

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