Compensation$145,000 - $150,000Job DescriptionPurpose is building one of Canada's most important independent wealth businesses – across two regulated channels, with a strategy that's clear and a leadership team that's ready to execute. What we need now is the person who closes the gap between the strategy and the scaled business on the other side of it.You will be the execution force behind our wealth strategy – the person who owns the initiative no one else is running, unlocks the growth sitting just outside our reach, and ensures that what's decided actually happens. You will sit directly beside the VP Client Experience and Strategy, with access to the whole business and accountability for moving it forward.This role requires someone who gets uncomfortable when things aren't moving. Owner's Mindset is not a value we display on a wall – it's how you already think.ResponsibilitiesDrive AUM growth through advisor consolidation – Own the advisor consolidation program end-to-end, from the prioritization model that identifies who to focus on, through the outreach strategy and pipeline, to the AUM that moves.Operationalize the service model across both channels – Turn the Direct-to-Client to Direct-to-Advisor playbook from a relationship favor into a repeatable, scalable process. Design it, test it, measure it, and iterate until it works without you in the room.Accelerate channel integration – Drive the integration of the advisory and investor specialist channels, coordinating across compliance, relationship managers, and portfolio management so the business moves as one rather than as parallel tracks.Own the commercial intelligence layer – Design and govern the AI‑assisted performance dashboards, advisor scoring models, and pipeline views that give the leadership team a clear picture of where the business is and where it's heading.Fix what's straining before it becomes a client issue – Identify the processes under growth pressure and redesign them. Spot friction points before they become escalations.Qualities & CapabilitiesExecute through ambiguity – When the situation is unclear, the information is incomplete, and the calendar is full,



you make sound decisions and move.Build credibility fast, at every level – Earn that through follow‑through, every time.Translate strategy into a functioning business – Turn the direction from the VP Client Experience and Strategy into an owned project with a clear outcome, a timeline that holds, and the right people engaged in the right sequence.Navigate the commercial and relational landscape simultaneously – Understand that every decision has a revenue implication and a relationship implication – and hold both in focus.Govern AI-generated outputs with judgment – Configure, direct, and validate AI tools across the wealth strategy function.Qualifications4–8 years in wealth management, financial services, strategy consulting, or a high‑growth regulated business – with direct exposure to both the client and operational sides.Demonstrated ownership of cross‑functional initiatives with real accountability for outcomes – not support.Robust communicator in writing and in rooms – able to prepare a board‑level brief and run a working session with equal confidence.AI fluency as a working tool – use AI to do your best work, not as an experiment.What will set you apartExperience working as a direct extension of a senior business leader's judgment.Familiarity with wealth‑management operations: onboarding, AUM reporting, advisor practice models, channel compliance.Experience designing or governing AI‑assisted workflows.Comfort with advisor scoring models, pipeline analytics, or performance‑marketing measurement.Track record of building processes in a business that was outgrowing its infrastructure.What success looks like in your first yearThe advisor consolidation program has a functioning playbook – prioritization model, outreach process,



and pipeline tracking – and is tracking to its AUM target.The Direct‑to‑Client to Direct‑to‑Advisor service model has been designed, tested, and launched in at least one channel.The leadership team has a clear, AI‑assisted performance dashboard they trust and use in weekly decision‑making.Cross‑channel integration between the advisory and investor specialist teams operates with a shared rhythm, shared accountability, and fewer dropped balls than the day you arrived.The VP Client Experience and Strategy spends less time on coordination and more time on the decisions that only they can make.BenefitsCompetitive compensation including equity program.Comprehensive group health and dental benefits and life insurance at little to no cost to you; Lifestyle Spending Account for all wellness needs.Flexible paid time‑off policy covering vacation, sick, and mental‑health days.Paid parental leave for eligible employees with a top‑up.Generous Group RRSP matching and optional TFSA program.Training opportunities and tuition support year‑round.Why this momentPurpose has the strategy, the infrastructure, the regulated entities, and a growing client base across two channels. What we need now is the execution capacity to turn that into a scaled wealth business – faster than a traditional build, with the quality our clients expect. This role is at the center of that moment.Equal Opportunity EmployerAdvisor Solutions by Purpose is an equal employer, dedicated to fostering an inclusive and barrier‑free work environment for all employees and candidates. We encourage all qualified candidates to apply. If accommodation is required during any stage of the recruitment process, please contact the People and Culture team at [email protected] RequirementsApplicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.Applicant Screening TechnologyWe may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.#J-18808-Ljbffr

📌 Strategy & Enablement Manager, Wealth - C$145,000 - C$150,000 A Year (Winnipeg)
🏢 Purpose
📍 Winnipeg