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?
Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canada’s Top 2023 Small and Medium Employers, Advisor Solutions by Purpose’s end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals. For more information, please visit https://www.purposeadvisors.com
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
Advisor Solutions by Purpose 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 and Culture team at PeopleCultureTeam@purpose-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.
