Senior Product Manager, Wealth Management Engagement

Toronto - Canada

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

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 Description Were looking for a Senior Product Manager Wealth Management Engagement to lead our advisor-facing engagement and client management workspace (think advisor Operating system). Youll work at the intersection of wealth management technology AI and compliancetranslating advisor and investor needs into intuitive scalable products and embedding intelligent assistance directly into advisor platform is the operating system for wealth advisorspowering client and investor management workflow execution and insight delivery. Youll own the roadmap that helps advisors spend less time on admin and more time with clientsdriving measurable gains in efficiency and organic you enjoy collaborating with a team being innovative and are excited about anopportunity to work within a fast-growing company we would like to speak to you!Responsibilities: Own the product strategy & roadmap for advisor and client management and engagement that driver measurable outcomes for our customer users and for Purpose. Deeply understand advisor admin investor and compliance needs through interviews journey mapping and workflow clear requirements (product briefs backlog) for contact/household records activities tasks pipeline and delivery with engineering and design to ship high-quality features on compliance by design into workflows for onboarding suitability ongoing reviews and data/AI to design and ship AI-assisted workflows (e.g. summaries recommendations next-best-actions) including defining evaluation criteria guardrails and feedback impact and adoption using product metrics (usage time saved data completeness advisor satisfaction).Align and communicate with stakeholders across Sales Advisor Experience Ops Compliance on priorities and : 4 years of experience in Product Management ideally in WealthTech or understanding of wealth management / financial advisory business models (RIA dealer private wealth etc.).Hands-on experience with CRM or CRM-like systems (Salesforce Dynamics or vertical/advisor CRMs).Proven track record of owning a product/area end-to-end: discovery definition delivery and working with APIs integrations and data models (a big plus if you understand how wealth data works)Excellent communication and stakeholder management skills across technical and non-technical analytical mindset: able to define metrics and make data-informed decisions.A big plus if you have experience working on or with AI-powered features (e.g. LLM-based copilots recommendations or intelligent alerts) including some exposure to evaluation (offline metrics user feedback) and model/feature 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 structure A 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 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 care about your quality of life- flexible paid time-off policy with unlimited vacation days and flexible 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 development We offer training opportunities and tuition support Unlimitedis 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 & Culture team at We thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and collaboration.

Required Experience:

Senior IC

Required Experience:

Senior IC