Strategic Cash Product Leader

2 weeks ago


Old Toronto, Ontario, Canada Purpose LP Full time
Job Summary

Purpose LP seeks a seasoned professional to lead the development of our cash product franchise. As a Strategic Cash Product Leader, you will be responsible for driving growth and innovation in our target distribution channels.

This is an exciting opportunity to join a dynamic team and contribute to the success of our business. If you have a passion for product management and a track record of delivering results, we encourage you to apply.

Key Responsibilities
  1. Develop and execute a strategic vision for our cash product franchise, leveraging customer data and market insights.
  2. Lead a cross-functional team to enhance and improve cash products, gathering feedback from clients and internal stakeholders.
  3. Develop and execute improvement plans for underperforming products, and provide feedback on areas where we have an opportunity to enhance our product lineup.
  4. Work closely with the Customer Experience team to develop marketing collateral and sales support materials.
  5. Follow the Canadian and global asset management and wealth industries to keep up with trends and new product launches.
  6. Spend time with our clients to better understand their key challenges and how we can help them solve those challenges with creative and innovative solutions.
  7. Gather ongoing feedback from financial advisors and other clients on what they like and do not like about our products, and what new products they would benefit from.
  8. Train and educate key internal teams on products, and communicate any changes to our lineup.
  9. Ensure our products meet all legal and regulatory requirements.
Qualifications
  • 10+ years of total professional experience, of which 5+ years involved performing many of the above functions at an asset management firm or another entrepreneurial setting.
  • Degree in Business, Math, or Engineering and/or MBA.
  • CFA designation and a quant background are considered an asset.
  • Experience with Cash (Money Market, High-Interest Savings, Cash Management) and strong leadership, entrepreneurial spirit, adaptability in fast-paced environments, and excellent communication and interpersonal skills.
  • Must demonstrate independent time management, strategic thinking, organizational abilities, and the capacity to manage multiple priorities while solving complex problems.
About Purpose LP

Purpose LP is an innovative, people-first financial services firm that values entrepreneurialism. We believe in a flexible work structure, competitive compensation, and comprehensive benefits. We are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates.



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