Director, Investment Services

Company Description 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 Purpose Investments? Purpose Investments

is an innovation‑driven asset management company with over $20 billion under management, offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive and affordable for everyone.

Vacancy Status This is for a current opening.

Compensation $135,000 - $165,000

Job Description Who you are We're looking for a

Director, Product - Investment Services

— someone who has actually built and grew products in the financial space and is ready to do it again. This role will own and drive Purpose's In‑kind Exchange and White Label Fund programs from strategy through execution. (The innovative In‑Kind Exchange program enables tax‑efficient diversification of concentrated stock positions, while White Label Funds let advisors manage client assets more effectively with custom unitized funds.)

You’ll set the vision, build the roadmap, and work shoulder‑to‑shoulder with Sales, Operations and Engineering to bring it to life. If you thrive leading service offerings that advisors love using to better serve their clients, and building products that enhance those services, this role is for you.

Responsibilities: What you will do Vision & Strategic Leadership

Own the product vision, strategy, and roadmap for our In‑Kind Exchange Program and White Label Fund services — and make sure it translates into significant growth for these important service offerings.

Talk to clients and study the competitive landscape to spot real opportunities, not just theoretical ones.

Align product direction with Purpose Unlimited's broader mission and business goals, ensuring every initiative moves the needle for advisors and their clients.

Building & Shipping Product

Work hands‑on with Engineering, Design, and Operations and colleagues in Product to build and ship features that enhance these offerings — owning the full product lifecycle from concept through launch and iteration.

Set clear success metrics to track what really matters – quantitative program growth, advisor satisfaction, and client outcomes – and use both data and good judgment to make decisions and prioritize ruthlessly.

Relentlessly improve the client experience, drive adoption, and deliver measurable business results.

Go‑to‑Market & Growth

Shape how we position and tell the story of our products in ways that resonate with advisors and drive adoption.

Lead go‑to‑market planning and execution in partnership with Marketing, Sales, and advisor‑facing teams.

Equip the Sales team with the tools, training, and materials they need to clearly communicate product value — and jump in to support client conversations when it helps.

Client & Stakeholder Engagement

Be the connective tissue between clients, partners, operations, and regulators — making sure everyone is aligned and products meet real needs and compliance standards.

Gather feedback from across the organization — Sales, Product, Marketing, Support — and turn it into better products.

Qualifications: What you will bring

8+ years building products in investment services, wealth management, asset management, or fintech — not just advising on them, but actually shipping and driving them.

Hands‑on experience with portfolio construction, investment management, or financial planning workflows.

A solid understanding of wealth management, fund operations, regulatory environments, and financial technology.

A degree in Finance, Business, or a related field; MBA or advanced degree is a plus.

Strong communication skills: you explain complex products and decisions to engineers, executives, and advisors with clarity and eloquence.

A track record of owning a product end‑to‑end: from figuring out what to build, to building it, to getting it into customers' hands and expanding its reach.

You’re analytical and data‑driven, but you also know when to trust your instincts and move fast.

You lead through influence, not authority, bringing cross‑functional teams together around a shared goal with a client‑first mindset.

Experience with the full client journey: from first conversation through onboarding and ongoing service.

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.

PI Purpose Investments 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.

Applicants must be legally entitled to work in Canada. 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. Final hiring decisions are made by qualified human reviewers.

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