Advisor Experience Manager

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.
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.

WE ARE LOOKING FOR AN ADVISOR EXPERIENCE MANAGER WHO:

• Exhibits exceptional problem-solving skills. You can develop solutions for advisors and execute their delivery with precision.
• Embraces technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver creative and unprecedented solutions.
• Thrives in advisor-facing situations. At ASP, our advisor’s success is our success, and we love the thrill of turning an advisor’s frustration into a great experience.
• Possesses a passion and energy for finance and investing. You understand the ins and outs of the wealth management industry, and more importantly, know how to explain these concepts simply.
• Has great analytical and prioritization skills. You know how to balance what needs to be done with what’s possible to do. You understand the scope of an issue and its priority.
• Wants a career that makes getting up each morning a joy! This is not an average role, and you’ll have the ability to make a ton of impact.
• Possesses a broad understanding of advisor obligations, operations, and business needs and can translate this knowledge into specific proactive strategies and value-added recommendations.
  Is this you? If so, we would like to speak to you!

Responsibilities:Relationship Management and Operational Support:

• Provide a seamless transition for the Advisor team between onboarding and managing their client relationships.
• Train and offer program best practices and documentation for individual client workflows and operational tasks.
• Foster a trusted partnership with the Advisor team and align ASP’s offering to their client servicing and overarching business goals.
• Build strong, long-term business relationships by consistently going above and beyond advisor expectations.

• Provide a seamless transition for the Advisor team between onboarding and managing their client relationships.
• Train and offer program best practices and documentation for individual client workflows and operational tasks.
• Foster a trusted partnership with the Advisor team and align ASP’s offering to their client servicing and overarching business goals.
• Build strong, long-term business relationships by consistently going above and beyond advisor expectations