Advisor Experience Manager

4 weeks 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, Purpose Advisor Solutions, and Driven.

Who is Purpose Advisor Solutions?

Purpose Advisor Solutions provides Advisors with the technology to break away from the traditional dealer model, allowing entrepreneurial Advisors to launch and operate an independent practice without the historically high barriers to entry. We are a small team of entrepreneurs who want to play an integral part in helping Advisors and portfolio managers achieve independence by making it easier to own, service clients, and grow a business. We believe the future of advice needs smarter technology and fewer barriers to ownership so that everyone can make better financial choices.

**We are looking for someone who**:

- Exhibits exceptional problem solving skills. You are able to develop solutions for advisors and execute on their delivery with precision.
- Thrives in advisor-facing situations. At PAS, our advisors success is our success, and we love the thrill of turning an advisors 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 add 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 PAS’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 PAS 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 solution advisor problems
- Explain the “how” and “why“ of PAS’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-PAS 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 over 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
- 3-5 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 pe

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