Senior Product Manager, Wealth Ecosystem 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. 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. This team is responsible for the integrations and core data infrastructure that powers everything – the investment book of record, partner connections, and the data foundation that makes everything else possible. As Senior Product Manager, Wealth Ecosystem, you will own the product vision, roadmap, and delivery for this squad. You will lead from the front – not as a project manager tracking tickets, but as the person who understands the problem space deeply enough to make the right calls under pressure. Partner with investment operations, data engineering, compliance, and integration partners to deeply understand user needs and system constraints Define and prioritize requirements that meet operational, regulatory,



and analytical standards Lead sprint planning, backlog grooming, and review sessions as the product authority in the squad Monitor product performance and identify opportunities to improve reliability, adoption, and client value Support release planning including client communication and training You will resolve systemic issues with the investment book of record, driving full client adoption and eliminating recurring breaks through root cause resolution and AI‑powered automation. You will lead the delivery of integrations that create a comprehensive picture of total client wealth – including non‑financial assets through our financial asset partners – surfaced directly in our Advisor and Investor Portals. These are not internal projects. Data platform and reporting You will define the vision, roadmap, and solution path for consolidated client reporting – one of the most significant product investments on our near‑term horizon. Advisor intelligence Market and competitive intelligence You will stay current on trends and innovations in wealth management and fintech, using competitive insight to identify where Purpose should differentiate. Every client actively using the investment book of record, with systemic breaks eliminated You have meaningful experience in wealth management, financial technology, or a closely adjacent domain. You understand the trade cycle, portfolio management fundamentals,



and the data flows that underpin an advisor's day‑to‑day operations. You know the difference between a product manager and a project manager, and you operate firmly in the former. You have a clear point of view on prioritization and can defend it with data and client evidence. Technical fluency – You can have an intelligent conversation with an engineer about API design, data pipelines, or system integration without needing translation. You build trust quickly with engineering, clients, and senior leaders. work for an cutting-edge, 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. Competitive compensation including equity program. 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. Paid parental leave for eligible employees with a top‑up. We care about your development –

We offer
training opportunities and tuition support year‑round. 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.
Immigration sponsorship is not offered for this role. We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position.

📌 Senior Product Manager, Wealth Ecosystem (Toronto)
🏢 Purpose Advisor Solutions
📍 Toronto