← Back to opportunities
About the Role
Elevate client experiences as a Strategic Relationship Manager with Harness in Toronto. Utilize your expertise in relationship management to deepen advisor connections and drive client success.
In this senior role at Harness, you will be pivotal in managing top-tier client relationships. With over five years of experience in financial services, your insights will enhance advisor engagement and strengthen the platform. You will collaborate closely with Portfolio Managers and contribute to a seamless client experience by addressing the specific business goals of advisors.
Key Responsibilities:
• Own and deepen relationships with referring advisors
• Build lasting connections grounded in transparency
• Grow client assets and share best practices
• Collaborate with Portfolio Managers for seamless experiences
• Gather advisor feedback for product improvements
Requirements:
• 5+ years in relationship management or cli...
In this senior role at Harness, you will be pivotal in managing top-tier client relationships. With over five years of experience in financial services, your insights will enhance advisor engagement and strengthen the platform. You will collaborate closely with Portfolio Managers and contribute to a seamless client experience by addressing the specific business goals of advisors.
Key Responsibilities:
• Own and deepen relationships with referring advisors
• Build lasting connections grounded in transparency
• Grow client assets and share best practices
• Collaborate with Portfolio Managers for seamless experiences
• Gather advisor feedback for product improvements
Requirements:
• 5+ years in relationship management or cli...
Ready to Join Through a Referral?
Apply now and get connected directly with the hiring team
Apply for this Position