Client Experience - Strategic Relationship Manager

Purpose Unlimited • Toronto, ON

18h • CA$125,000 - CA$135,000 • Hybrid

About The Position

Purpose Unlimited is an independent financial services company focused on customer-centric innovation through technology-driven solutions. 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. 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. As a Senior Relationship Manager at Harness, you will work with our top clients to build trust and grow the Harness platform through genuinely irreplaceable relationships. Success is defined by deeply engaged advisors, well-served clients, and a growing platform due to strong relationships.

Requirements

• 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
• Applicants must be legally entitled to work in Canada.

Nice To Haves

• Relevant industry licenses or designations are an asset.
• Curiosity about AI tools and how they make the human layer of this job sharper

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 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.

Benefits

• Competitive compensation including equity program.
• Comprehensive group health and dental benefits and life insurance at little to no cost to you.
• Lifestyle Spending Account for all your wellness needs.
• Flexible paid time-off policy covering vacation, sick, and mental health days.
• Paid parental leave for eligible employees with a top-up.
• Generous Group RRSP matching and an optional TFSA program.
• Training opportunities and tuition support year-round.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior