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Senior Product Manager, Wealth Management Engagement
42 minutes ago
Senior Product Manager, Wealth Management Engagement Join to apply for the Senior Product Manager role at Purpose Unlimited. 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’re looking for a Senior Product Manager, Wealth Management Engagement to lead our advisor‑facing engagement and client management workspace. You’ll work at the intersection of wealth management, technology, AI, and compliance—translating advisor and investor needs into intuitive, scalable products and embedding intelligent assistance directly into advisor workflows. Our platform is the operating system for wealth advisors—powering client and investor management, workflow execution, and insight delivery. You’ll own the roadmap that helps advisors spend less time on admin and more time with clients—driving measurable gains in efficiency and organic growth. Responsibilities Own the product strategy & roadmap for advisor and client management and engagement that drove measurable outcomes for our customer, users and for Purpose. Deeply understand advisor, admin, investor and compliance needs through interviews, journey mapping, and workflow analysis. Define clear requirements (product briefs, backlog,) for contact/household records, activities, tasks, pipeline, and alerts. Lead delivery with engineering and design to ship high‑quality features on time. Embed compliance by design into workflows for onboarding, suitability, ongoing reviews, and record‑keeping. 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.(AC4) Measure impact and adoption using product metrics (usage, time saved, data completeness, advisor satisfaction). Align and communicate with stakeholders across Sales, Advisor Experience, Ops, Compliance, on priorities and releases. Qualifications 4+ years of experience in Product Management, ideally in WealthTech, or FinTech. Strong understanding of wealth management / financial advisory business models (RIA, dealer, private wealth, etc.). Hands‑on experience with CRM or CRM‑like systems (Salesforce, Dynamics, or vertical/advisor CRMs). Proven track record of owning a product/area end‑to‑end: discovery, definition, delivery, and go‑to‑market. Comfortable working with APIs, integrations, and data models (a big plus, if you understand how wealth data works) 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 ‑unlimited.com. 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. #J-18808-Ljbffr
