Strategy & Enablement Manager, Wealth

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 Status:This is for a current :$145000 - $150000Job DescriptionWho you arePurpose is building one of Canadas most important independent wealth businesses across two regulated channels with a strategy thats clear and a leadership team thats ready to execute. What we need now is the person who closes the gap between the strategy and the scaled business on the other side of will be the execution force behind our wealth strategy the person who owns the initiative no one else is running unlocks the growth sitting just outside our reach and ensures that whats decided actually happens. You will sit directly beside the VP Client Experience and Strategy with access to the whole business and accountability for moving it role is for someone who gets uncomfortable when things arent moving. Owners Mindset is not a value we display on a wall its how you already : What you will do/ What you will ownDrive AUM growth through advisor consolidation Own the advisor consolidation program end-to-end from the prioritization model that identifies who to focus on through the outreach strategy and pipeline to the AUM that moves. The assets are within reach. Your job is to close the the service model across both channels Turn the Direct-to-Client to Direct-to-Advisor playbook from a relationship favor into a repeatable scalable process. Design it test it measure it and iterate until it works without you in the channel integration Drive the integration of the advisory and investor specialist channels coordinating across compliance relationship managers and portfolio management so the business moves as one rather than as parallel the commercial intelligence layer Design and govern the AI-assisted performance dashboards advisor scoring models and pipeline views that give the leadership team a clear picture of where the business is and where its heading. You curate and interpret the signal; the AI generates the whats straining before it becomes a client issue Identify the processes under growth pressure and redesign them. You spot the friction points before they become only you can doThese are the capabilities this role depends on that no AI can substitute:Execute through ambiguity. When the situation is unclear the information is incomplete and the calendar is full you make sound decisions and move. You know which call to make and which to credibility fast at every level. Advisors Portfolio Managers compliance and senior leadership all tell you things they dont tell each other. You earn that by following through every strategy into a functioning business. You take a direction from the VP Client Experience and Strategy and turn it into an owned project with a clear outcome a timeline that holds and the right people engaged in the right the commercial and relational landscape simultaneously. You understand that every decision in this business has a revenue implication and a relationship implication and you hold both in AI-generated outputs with judgment. You will configure direct and validate AI tools across the wealth strategy function. You bring the judgment that determines what the AI gets right and where it needs to be : What you will bring48 years in wealth management financial services strategy consulting or a high-growth regulated business with direct exposure to both the client and operational sidesDemonstrated ownership of cross-functional initiatives with real accountability for outcomes not support ownershipStrong communicator in writing and in rooms you can prepare a board-level brief and run a working session with equal confidenceAI fluency as a working tool you use AI to do your best work not as an experimentWhat will set you apartExperience working as a direct extension of a senior business leaders judgmentFamiliarity with wealth management operations: onboarding AUM reporting advisor practice models channel complianceExperience designing or governing AI-assisted workflowsComfort with advisor scoring models pipeline analytics or performance marketing measurementTrack record of building processes in a business that was outgrowing its infrastructureBilingual (English / French)What success looks like in your first yearThe advisor consolidation program has a functioning playbook prioritization model outreach process and pipeline tracking and is tracking to its AUM targetThe Direct-to-Client to Direct-to-Advisor service model has been designed tested and launched in at least one channelThe leadership team has a clear AI-assisted performance dashboard they trust and use in weekly decision-makingCross-channel integration between the advisory and investor specialist teams operates with a shared rhythm shared accountability and fewer dropped balls than the day you arrivedThe VP Client Experience and Strategy spends less time on coordination and more time on the decisions that only they can makeWhy this momentPurpose has the strategy the infrastructure the regulated entities and a growing client base across two channels. What we need now is the execution capacity to turn that into a scaled wealth business faster than a traditional build with the quality our clients role is at the center of that moment. You will have direct access to the firms senior leadership work on things that move real numbers and see the result of your decisions in AUM growth and client outcomes. We exist to give clients access to outstanding investment management and the kind of financial advice that was previously reserved for the very wealthy. This role is part of making that real at 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.