Senior Product Manager, Wealth Ecosystem

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

Vacancy Status: This is for a current opening.

Compensation: $140,000 - $150,000

Job Description

Who you are

The Wealth Ecosystem squad sits at the heart of our platform. This team is responsible for the integrations and core data infrastructure that powers everything - the investment book of record, partner connections, and the data foundation that makes everything else possible.

As Senior Product Manager, Wealth Ecosystem, you will own the product vision, roadmap, and delivery for this squad. You will define what gets built and why, working directly with clients, engineering, and partners to solve the problems that matter most. You will lead from the front - not as a project manager tracking tickets, but as the person who understands the problem space deeply enough to make the right calls under pressure.

This is not a role for someone who wants to execute a predefined roadmap. It is a role for someone who wants to build one.

Responsibilities: What you will do

• Translate product vision and strategy into an actionable, sequenced roadmap in partnership with clients and the broader Product Management team
• Partner with investment operations, data engineering, compliance, and integration partners to deeply understand user needs and system constraints
• Define and prioritize requirements that meet operational, regulatory, and analytical standards
• Write clear, detailed user stories and acceptance criteria that engineering can execute on with confidence
• Lead sprint planning, backlog grooming, and review sessions as the product authority in the squad
• Act as a close partner to the engineering lead and team on priorities, requirements, and trade-offs
• Monitor product performance and identify opportunities to improve reliability, adoption, and client value
• Support release planning including client communication and training

What you will own

Platform stability and client success You will resolve systemic issues with the investment book of record, driving full client adoption and eliminating recurring breaks through root cause resolution and AI-powered automation. When the platform has a problem, you own the solution.

Partner integrations You will lead the delivery of integrations that create a comprehensive picture of total client wealth - including non-financial assets through our financial asset partners - surfaced directly in our Advisor and Investor Portals. These are not internal projects. They are client-facing capabilities that directly grow our client's businesses.

Data platform and reporting You will define the vision, roadmap, and solution path for consolidated client reporting - one of the most significant product investments on our near-term horizon.

Advisor intelligence You will revamp the Advisor Insights platform to increase adoption and deliver the actionable insights advisors need to grow their book of business.

Market and competitive intelligence You will stay current on trends and innovations in wealth management and fintech, using competitive insight to identify where Purpose should differentiate.

What great looks like in this role

• Every client actively using the investment book of record, with systemic breaks eliminated
• Partner integrations delivered on time and adopted by clients
• A roadmap for consolidated reporting that the business has confidence in
• An Advisor Insights platform that advisors actually use
• An engineering squad that knows exactly what to build next, and why

Qualifications

What you will bring

Domain expertise You have meaningful experience in wealth management, financial technology, or a closely adjacent domain. You understand the trade cycle, portfolio management fundamentals, and the data flows that underpin an advisor's day-to-day operations. You do not need to be taught what a book of record is.

Product depth You know the difference between a product manager and a project manager, and you operate firmly in the former. You identify problems worth solving before defining solutions. You have a clear point of view on prioritization and can defend it with data and client evidence.

Technical fluency You are comfortable in the detail. You can have an intelligent conversation with an engineer about API design, data pipelines, or system integration without needing translation. You do not write code - but you understand enough to ask the right questions and make informed trade-offs.

Stakeholder influence You build trust quickly with engineering, clients, and senior leaders. You can align diverse groups around a shared direction without formal authority. You are comfortable pushing back when the evidence supports a different view.

AI-era mindset You actively look for opportunities to leverage AI to improve platform capabilities, automate manual processes, and deliver smarter experiences. You understand that the role of a PM in an AI-first product team is evolving - and you are ahead of that curve.

Communication You write clearly and concisely. Your user stories are specific. Your product briefs do not leave room for ambiguity. Your stakeholder updates are direct and evidence-based.

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 - flexible paid time-off policy with unlimited vacation days, and flexible 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 PeopleCultureTeam@purpose-unlimited.com. 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.

#J-18808-Ljbffr