Client Experience Strategic Relationship Manager

Purpose Unlimitedis an independent financial services company with an unrelenting focus on customer-centric innovation delivered through technology-driven solutions. Led by entrepreneur Som Seif the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimiteds businesses include Purpose Investments Advisor Solutions by Purpose and is Advisor Solutions by PurposeAdvisor Solutions by Purpose a subsidiary of Purpose Unlimited 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 Canadas Top 2023 Small and Medium Employers Advisor Solutions by Purposes end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals. For more information please visit Investment Management Inc. (Harness) is registered across Canada as a Portfolio Manager and Exempt Market Dealer providing discretionary investment management services to individual and corporate Status: This is for a current : $125000 - $135000 cash bonus. Job DescriptionWho you are As a Senior Relationship Manager at Harness you will work with our top clients to build the trust at depth and grow the Harness platform through relationships that are genuinely irreplaceable. To understand our clients business and objectives the way they doand bring them ideas solutions and access they couldnt get anywhere else. Success doesnt look like a blitz of outreach or a full pipeline. It looks like advisors who are deeply engaged clients who are well served and a platform that grows because the relationships on it are genuinely : What you will do/what you will own Own and deepen relationships with referring advisors on the Harness platform serving as their primary point of contact and trusted deep lasting relationships grounded in responsiveness transparency and a genuine understanding of each advisors business and client assets on the platformshare best practices identify growth levers and help advisors expand their books and elevate how they serve clients. Collaborate closely with Portfolio Managers to ensure every client experience is seamless and that service expectations are consistently and channel advisor feedback to internal teams to inform product service and platform and convert product adoption opportunities measured by usage not conversationsQualifications: What you will bring5 years in relationship management or client-facing financial services with a real track record of building trust with sophisticated partnersGenuine understanding of the advisor business model and the wealth management ecosystemExcellent communication and interpersonal skills with the ability to influence internal teams on behalf of advisorsBachelors degree or equivalent experience; relevant industry licenses or designations are an about AI tools and how they make the human layer of this job sharperWhat success looks like in this roleReferring advisors are highly engaged satisfied and actively growing their business with retention and the depth of each relationship strengthen over product opportunities are consistently identified and successfully feel it: the experience is seamless the communication is clear and the trust flows from your advisors all the way through. Why should you join usWe are one of Canadas Top Small & Medium Employers 2023 & believe in innovation and a vibrant culture-work for an innovative people-first financial services firm that values believe in a flexible work structureA flexible hybrid work model that empowers you to do your best work whether at home or the care about your rewards-Competitive compensation including equity care about your healthcomprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness care about your quality of life -a flexible paid time-off policy covering vacation sick and mental health care about your family-Paid parental leave for eligible employees with a care about your futureGenerous Group RRSP matching and an optional TFSA care about your developmentWe offer training opportunities and tuition support Solutions by Purposeis 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 thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and must be legally entitled to work in Canada. Immigration sponsorship is not offered for this 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.

Required Experience:

Manager

Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 125000 - 135000