Senior Product Manager, Portfolio Planning Solutions

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.

Job Description

We are looking for a Senior Product Manager who thrives in ambiguity, loves blank-page challenges, and is energized by building things that don't exist yet. This role will drive our innovation around connecting client-level portfolio construction with financial planning elements, personalizing portfolio holdings to each client based on their unique situation and goals
.
Internally, we label this "Model Portfolios 2.0". You'll work at the intersection of wealth management, asset management, financial planning, technology / AI—innovating to deliver better ultimate outcomes for investors.

Responsibilities:

• Own the entire product strategy & roadmap for Model Portfolios 2.0
  ,
  this linkage between financial planning and portfolio construction
  .
• Deeply understand the needs and perspectives of investment advisors, financial planners (CFPs), investors (clients), and portfolio managers through interviews, journey mapping, and other forms of direct and indirect research.
• Define clear requirements (product briefs, backlog) for tools to gather the needed datapoints, translate them into an optimal portfolio allocation, and communicate that back to the advisor and/or investor in a way that promotes comprehension through powerful visualizations
• Lead delivery with Engineering and Design to ship high-quality features on time.
• Bring data/AI to design and ship AI-assisted workflows (e.g., summaries, recommendations, next-best-actions), including defining evaluation criteria, guardrails, and feedback loops.[AC1]
• Measure impact and adoption using product metrics (usage, financial outcomes, advisor satisfaction, client satisfaction).
• Align and communicate with stakeholders across Portfolio Management, Compliance, Marketing, Operations and others on priorities and releases.

Qualifications :

• 4+ years of experience in Product Management, ideally in WealthTech or FinTech.
• Experience working in or around portfolio construction/management, financial planning, and wealth or asset management.
• Proven track record of owning a product/area end-to-end: discovery, definition, delivery, and go-to-market.
• Demonstrated experience taking ideas from early concept to MVP or full launch.
• Ability to design and run experiments that validate product direction.
• Excellent communication and stakeholder management skills across technical and non-technical audiences.
• Strong analytical mindset: able to define metrics and make data-informed decisions.
• A big plus if you have experience working on or with AI-powered features (e.g., LLM-based copilots, recommendations, or intelligent alerts), including some exposure to evaluation (offline metrics, user feedback) and model/feature iteration.

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.

Purpose Unlimited
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 & Culture team at - 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.