Advisor Experience Manager

3 weeks ago

Old Toronto, Canada Purpose Unlimited Full time

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.

We are looking for an Advisor Experience Manager who:

  • Exhibits exceptional problem-solving skills. You can develop solutions for advisors and execute their delivery with precision.
  • Embraces technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver creative and unprecedented solutions.
  • Thrives in advisor-facing situations. At ASP, our advisor's success is our success, and we love the thrill of turning an advisor's frustration into a great experience.
  • Possesses a passion and energy for finance and investing. You understand the ins and outs of the wealth management industry, and more importantly, know how to explain these concepts simply.
  • Has great analytical and prioritization skills. You know how to balance what needs to be done with what’s possible to do. You understand the scope of an issue and its priority.
  • Wants a career that makes getting up each morning a joy This is not an average role, and you'll have the ability to make a ton of impact.
  • Possesses a broad understanding of advisor obligations, operations, and business needs and can translate this knowledge into specific proactive strategies and value-added recommendations.
Is this you? If so, we would like to speak to you

Responsibilities:Relationship Management and Operational Support:
  • Provide a seamless transition for the Advisor team between onboarding and managing their client relationships.
  • Train and offer program best practices and documentation for individual client workflows and operational tasks.
  • Foster a trusted partnership with the Advisor team and align ASP’s offering to their client servicing and overarching business goals.
  • Build strong, long-term business relationships by consistently going above and beyond advisor expectations.
Platform Expertise:
  • Develop an understanding of the ASP platform suite, and guide the advisor on platform and solution decisions to ensure successful outcomes.
  • Troubleshoot technical issues and consult with product, engineering, and other internal teams to solve advisor problems.
  • Explain the “how” and “why“ of ASP’s product suite features and functionality.
  • Drive advisor adoption of the existing platform, as well as implementation of new products and features.
  • Train new-to-ASP advisor team members on how to effectively use all relevant product functions.
  • Suggest and advise on a variety of functional solutions to help the advisor achieve what they need from the product.
  • Identify and build data and reporting product solutions.
  • Communicate delivery timelines and set realistic expectations with the advisor across all platform partners.
Problem Solver; Execution with Precision:
  • Strong analytical and problem-solving skills with superior attention to detail.
  • Excellent interpersonal skills and willingness to work in collaboration with various team members.
  • Ability to produce significant output with minimum wasted effort. Finds the path of least resistance to the problem definition, solution, and execution.
  • Acts without being told what to do. Takes full ownership of work and proactively seeks help and input when needed.
  • Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team).
  • Experienced at leading and driving change with and without authority.
  • Plans, organizes, schedules, and budgets in a productive manner, allowing for a focus on key priorities.
  • Doesn't cut corners. Does what is right, not what is politically expedient.
Requirements:
Must have:
  • 5-10 years experience working in the wealth management space with an understanding of the advisor experience and industry infrastructure.
  • Strong analytical and problem-solving skills and the ability to prioritize thoughtfully in ambiguous scenarios.
  • Awesome people skills and a positive attitude. You will be responsible for building meaningful relationships with our advisors.
  • Ability to maintain composure and find structure where ambiguity is common.
  • Proven record of high performance (e.g. awards, top quartile performance).
Nice to have
  • Portfolio management and/or financial planning experience.
  • previous experience working in wealth management operations with an understanding of complex accounts.
  • Advanced Microsoft Excel skills.
  • Digital literacy.
  • Database query skills (SQL preferred).
  • Previous experience working with product teams.
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. #J-18808-Ljbffr

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