Senior Relationship Manager – Wealth Tech & Advisor Growth

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

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.