Head of Business Development

4 months ago

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, Driven, and Harness Investment Management.
**About Harness**:
Harness is a modern portfolio management firm providing investors with institutional-level investment management. Harness serves its clients by partnering with leading financial advisory firms across Canada that specialize in financial and tax planning services. Harness clients benefit from personalized investment plans that are integrated and work together with their financial plan so they can be more confident that they may achieve their goals. Harness is a subsidiary of Purpose Advisor Solutions which is a part of Purpose Unlimited, a Canadian financial services and technology firm recognized globally for its innovative approach. Harness Investment Management is registered as a Portfolio Manager & Exempt Market Dealer across Canada.
**Job Overview**:
**Key Responsibilities**:1. Prospecting and Networking**:

- Broaden the Harness brand reputation through effective prospecting and networking of professional advisors, such as, financial planners, estate/insurance planners, account services, or other non-securities related professional advisors and advisors looking to outsource investment management responsibilities.
- Develop, drive, and manage the Harness sales pipeline through its entire lifecycle, ensuring consistent progress.
- Achieve daily activity targets to ensure a robust sales funnel.
- Collaborate closely with the lead generation and marketing team to generate advisor interest
- Represent Harness at industry events, building and strengthening relationships with Referral Advisors (RAs).

**2. Extending Beyond Platform Offerings**:

- Develop a deep understanding of all relevant services useful to financial planners, estate/insurance planners, account services, or other non-securities related professional advisors and advisors looking to outsource investment management responsibilities.
- Educate advisors on the Purpose family of products

**3. Leadership and Collaboration**:

- Be a motivating presence for Purpose Unlimited customers, employees, and partner relationships.
- Use your voice and expertise to influence and guide Product, Marketing, Sales, and Lead Generation teams, helping to evolve our market strategy and advisor experience.
- Travel as needed to represent and promote the Harness brand across the country.

**Qualifications**:

- Experience: 10+ years of wholesaling experience, with a strong network of 250+ MFDA advisor business connections.
- Collaborative: Excellent interpersonal skills with the ability to work cross-functionally across various teams and stakeholders. Expertise in solution selling, with the ability to identify customer problems and provide tailored solutions.
- Action-driven: Self-motivated and proactive, with the ability to act without needing direction.
- Communication: Superior written and verbal communication skills, capable of simplifying complex concepts for broader understanding.
- Innovative: Confidence in utilizing new strategies to build a successful wealth management business.
- Data-driven: Strong analytical thinker, using data to overcome objections and drive business growth.
- Integrity: Commitment to doing what is right for our clients.
- Sense of Urgency: Ability to move quickly and efficiently, recognizing that speed is a key asset.

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.

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.

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