Client Experience - Strategic Relationship Manager

Advisor Solutions by Purpose; Toronto; Hybrid; CAD 125,000 - 135,000; Full time

Benefits offered by this job

Equity program

Health and dental benefits

Lifestyle Spending Account

Paid time off

Job summary

Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is seeking a Senior Relationship Manager to work with Harness and top clients across Canada. The role focuses on building trusted advisor relationships, expanding client assets, and delivering superior service through a flexible hybrid work model.

You will engage with referring advisors, translate their needs into product improvements, and partner with Portfolio Managers to ensure a seamless client experience.

Qualifications

• 5+ years in relationship management or client-facing financial services
• Genuine understanding of the advisor business model and 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; relevant industry licenses or designations are an asset.

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—share 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 service expectations are met
• Gather and channel advisor feedback to internal teams to inform product, service, and platform improvements
• Identify and convert product adoption opportunities — measured by usage, not conversations

Skills

Relationship management

Client-focused

Communication

Financial services experience

AI tools curiosity

Education

Bachelor's degree or equivalent experience

Relevant licenses (asset)

Job description

Purpose Unlimited is 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 Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Who is Advisor Solutions by Purpose?

Advisor 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 Canada’s Top 2023 Small and Medium Employers, Advisor Solutions by Purpose’s 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 https://www.purposeadvisors.com

Harness 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 clients.

Vacancy Status: This is for a current opening.

Compensation: $125,000 - $135,000 + cash bonus.

Job Description

Who 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 client’s business and objectives the way they do—and bring them ideas, solutions, and access they couldn’t get anywhere else. Success doesn’t 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 strong.

Responsibilities: 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 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—share 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 met.
• Gather and channel advisor feedback to internal teams to inform product, service, and platform improvements.
• Identify and convert product adoption opportunities — measured by usage, not conversations

Qualifications: What you will bring

• 5+ years in relationship management or client-facing financial services — with a real 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; relevant industry licenses or designations are an asset.
• Curiosity about AI tools and how they make the human layer of this job sharper

What success looks like in this role

• Referring advisors are highly engaged, satisfied, and actively growing their business with Harness.
• Advisor retention and the depth of each relationship strengthen over time.
• New product opportunities are consistently identified and successfully introduced.
• Clients 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 us?

• We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
• We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
• We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
• We care about your rewards - Competitive compensation including equity program.
• We care about your health – comprehensive 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 needs.
• We care about your quality of life - a flexible paid time-off policy covering vacation, sick, and mental health days.
• We care about your family - Paid parental leave for eligible employees with a top-up.
• We care about your future – Generous Group RRSP matching and an optional TFSA program.
• We care about your development – We offer training opportunities and tuition support year-round.

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 [e-mail]. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.

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.

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