Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Senior Relationship Manager at Harness, you will work with top clients to build trust and grow the platform through strong, irreplaceable relationships. You will understand client businesses and objectives to provide unique ideas, solutions, and access. Success is defined by deeply engaged advisors, well-served clients, and platform growth driven by strong relationships.

Responsibilities

• Own and deepen relationships with referring advisors on the Harness platform, serving as their primary point of contact and trusted advocate.
• Build deep, lasting relationships grounded in responsiveness, transparency, and a genuine understanding of each advisor's business and goals.
• Grow client assets on the platform by sharing best practices, identifying growth levers, and helping advisors expand their books and elevate client service.
• Collaborate closely with Portfolio Managers to ensure seamless client experiences and consistent service expectation fulfillment.
• Gather and channel advisor feedback to internal teams to inform product, service, and platform improvements.
• Identify and convert product adoption opportunities, measured by usage.

Requirements

• 5+ years in relationship management or client-facing financial services with a proven track record of building trust with sophisticated partners.
• Genuine understanding of the advisor business model and the wealth management ecosystem.
• Excellent communication and interpersonal skills, with the ability to influence internal teams on behalf of advisors.
• Bachelor's degree or equivalent experience.
• Applicants must be legally entitled to work in Canada.
• Immigration sponsorship is not offered for this role.

Skills

• Relationship management
• Client-facing financial services
• Communication skills
• Interpersonal skills
• Influencing skills
• Understanding of advisor business model
• Understanding of wealth management ecosystem
• AI tools curiosity

Location

• Canada

Work Type

• Hybrid
• Full-time

Experience Level

• Senior

Education Level

• Bachelor's degree or equivalent experience
• Relevant industry licenses or designations are an asset

Salary/Compensations

• $125,000 - $130,000 + cash bonus

Benefits

• Competitive compensation including equity program
• Comprehensive group health and dental benefits
• Life insurance
• Lifestyle Spending Account
• Flexible paid time-off policy
• Paid parental leave for eligible employees with a top-up
• Generous Group RRSP matching
• Optional TFSA program
• Training opportunities
• Tuition support

About the Company

• Purpose Unlimited is an independent financial services company focused on customer-centric innovation through technology-driven solutions.
• Advisor Solutions by Purpose is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada.
• Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canada’s Top 2023 Small and Medium Employers.
• Harness Investment Management Inc. is registered across Canada as a Portfolio Manager and Exempt Market Dealer, providing discretionary investment management services to individual and corporate clients.
• One of Canada's Top Small & Medium Employers' 2023 & 2024.
• Innovative, people-first, financial services firm that values entrepreneurialism.

Equal Opportunity

• Advisor Solutions by Purpose is an equal employer, and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates.
• We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at PeopleCultureTeam@purpose-unlimited.com.
• We thank all applicants for their interest; however, only those selected for interviews will be contacted.
• We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.