Vp, Partner Relations

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?
**Job Description**:
The Vice President, Partner Relations & Advisor Services is a senior leadership role responsible for building and scaling a high-impact advisor experience strategy across Advisor Solutions by Purpose (ASP) and Purpose Unlimited (Purpose). This role leads a team of Advisor Experience Managers and is accountable for delivering exceptional service, fostering advisor growth, and championing the voice of the advisor across the organization.
The VP will be a key cross-functional collaborator, working closely with product, engineering, and executive leadership to ensure that advisor needs are embedded into strategic decisions. This role is both operational and relational, requiring a leader who can drive measurable outcomes while cultivating trust and advocacy within the advisor community. They will champion an “AI-everywhere” mindset, leveraging data, automations, and emerging technologies to enhance decision making, improve advisor experiences and scale impact across Purpose.

**Responsibilities**: What you will do
- Establish a growth program to support our advisor firms, measured by the revenue growth from existing firms.
- Manage relationships with our on-platform firms, ensuring high satisfaction and addressing critical issues with Purpose and 3rd party vendors.
- Lead team of Advisor Experience Managers and ensure quality service level responses are being achieved.
- Coach and empower the team through curiosity, feedback and support - fostering engagement, continuous skills development, and achievement of performance objectives while guiding them to take ownership of initiatives.
- Be the voice of our advisors and work closely with cross-functional teams of product managers, engineers, and other key stakeholders across Purpose.
- Collaborate with leaders across Purpose to influence the improvement of the advisor experience across the organization.
- Manage expectations for advisors through strong communication and leadership skills.
- Identify and design best practice advisor experience measurements to continuously drive the Purpose’s strategy forward.

**Qualifications**: What you will bring
- Experience: 10+ years in advisor services, client success, or relationship management within financial services, with a strong track record of leading teams and scaling service models.
- Leadership: Demonstrated ability to lead and coach high-performing teams, with a focus on engagement, accountability, and continuous improvement.
- Strategic Thinking: Proven ability to design and execute growth strategies, service frameworks, and advisor engagement programs.
- Advisor-Centric Mindset: Deep understanding of the advisor journey and the ability to translate insights into actionable improvements.
- Communication: Strong interpersonal and communication skills, with the ability to influence across all levels of the organization and manage advisor expectations effectively.
- Collaboration: Experience working cross-functionally with product, engineering, and marketing teams to deliver integrated solutions.
- Measurement & Reporting: Skilled in defining and tracking KPIs and service metrics that align with business objectives and advisor satisfaction.

Additional Information
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.

ASP
Our work philosophy is a hybrid model allowing for flexibility and collaboration.