Director, Investment Services

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 Unlimiteds businesses include Purpose Investments Advisor Solutions by Purpose and DescriptionWere looking for a Director Product - Investment Services someone who has actually built and grown products in the financial space and is ready to do it again. This role will own and drive Purposes In-kind Exchange and White Label Fund programs from strategy through execution. (The innovative In-Kind Exchange program enables tax-efficient diversification of concentrated stock positions while White Label Funds let advisors manage client assets more effectively with custom unitized funds.)Youll set the vision build the roadmap and work shoulder-to-shoulder with Sales Operations and Engineering to bring it to life. If you thrive leading service offerings that advisors love using to better serve their clients and building products that enhance those services this role is for :Vision & Strategic LeadershipOwn the product vision strategy and roadmap for our In-Kind Exchange Program and White Label Fund services and make sure it translates into significant growth for these important service to clients and study the competitive landscape to spot real opportunities not just theoretical product direction with Purpose Unlimiteds broader mission and business goals ensuring every initiative moves the needle for advisors and their & Shipping ProductWork hands-on with Engineering Design and Operations and colleagues in Product to build and ship features that enhance these offerings owning the full product lifecycle from concept through launch and clear success metrics to track what really matters quantitative program growth advisor satisfaction and client outcomes and use both data and good judgment to make decisions and prioritize improve the client experience drive adoption and deliver measurable business -to-Market & GrowthShape how we position and tell the story of our products in ways that resonate with advisors and drive go-to-market planning and execution in partnership with Marketing Sales and advisor-facing the Sales team with the tools training and materials they need to clearly communicate product value and jump in to support client conversations when it & Stakeholder EngagementBe the connective tissue between clients partners operations and regulators making sure everyone is aligned and products meet real needs and compliance feedback from across the organization Sales Product Marketing Support and turn it into better You Bring:8 years building products in investment services wealth management asset management or fintech not just advising on them but actually shipping and driving -on experience with portfolio construction investment management or financial planning workflows.A solid understanding of wealth management fund operations regulatory environments and financial technology.A degree in Finance Business or a related field; MBA or advanced degree is a communication skills: you explain complex products and decisions to engineers executives and advisors with clarity and eloquence.A track record of owning a product end-to-end: from figuring out what to build to building it to getting it into customers hands and expanding its analytical and data-driven but you also know when to trust your instincts and move lead through influence not authority bringing cross-functional teams together around a shared goal with a client-first with the full client journey: from first conversation through onboarding and ongoing InformationWhy should you join us We are one of Canadas 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 Investments 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 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 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.