Top Benefits
About the role
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 Much of what is available to the average Canadian investor today is outdated and expensive.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.
About the Role:
We are hiring an experienced and strategic leader to join as SVP, Investment Product Strategy. In this critical leadership role, you will oversee the full lifecycle and performance of our investment fund/ETF platform, while leading a team of product managers responsible for designing, managing, and scaling funds across our core investment mandates.
You’ll play a central role in shaping our product vision, ensuring our fund/ETF lineup is high quality, differentiated, and positioned for growth. You will also hold direct accountability for overall product-level P&L, with responsibility for strategic decision-making around product economics, growth priorities, and platform sustainability.
Our current product lineup spans six core franchises:
- Cash & Fixed Income
- Private Assets
- Crypto
- Alternative Income
- Dividend Income
- Multi-Asset
Key Responsibilities:
- Executive Leadership: Lead and develop a growing team of investment product managers. Set direction, structure priorities, and coach high-performing talent to drive execution and accountability.
- Product Platform Oversight: Own the strategic roadmap for the fund platform, evolving existing products, and launching new solutions aligned with client needs and long-term firm strategy.
- P&L Accountability: Oversee fund profitability and economics, including pricing strategy, platform costs, revenue opportunities, and product rationalization.
- Cross-Functional Partnership: Act as a senior partner to investment, portfolio management, distribution, legal, operations, and marketing teams, ensuring seamless delivery and governance.
- Market Positioning & Differentiation: Monitor competitor platforms, industry trends, and advisor demand to ensure our fund lineup is relevant, modern, and compelling.
- Client & Advisor Focus: Stay closely connected to how advisors and investors use our funds, and ensure product decisions are rooted in delivering better outcomes.
What You Bring?
- 15+ years of experience in investment product leadership, with a proven track record of building and managing retail fund platforms at scale.
- Deep knowledge of ETF, mutual fund, and private fund structures, distribution channels, and the regulatory environment across public and private markets.
- Strong knowledge of capital markets and the trading industry.
- Experience managing product teams and influencing executive stakeholders.
- Strong understanding of fund economics and demonstrated P&L accountability.
- Experience with multi-asset or alternative strategies preferred.
- CFA, MBA, or equivalent designation is an asset.
Why should you join us?
- We are one of Canada's Top Small & Medium Employers' 2023, 2024 & 2025. Three times in a row!!!
- 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 in the office.
- We care about your rewards - Competitive compensation, including an 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.
Purpose Unlimited 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.
About Purpose Unlimited
Purpose Unlimited is an independent company that’s creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology.
Our mission is to be the customer-focused leader that the financial services industry needs.
Our businesses include Purpose Investments, Driven by Purpose, Advisor Solutions by Purpose and Longevity. We pride ourselves in being a great place to work and were recognized as one of Canada’s Top Small & Medium Employers in 2023 and 2024.
Top Benefits
About the role
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.
About the Role:
We are hiring an experienced and strategic leader to join as SVP, Investment Product Strategy. In this critical leadership role, you will oversee the full lifecycle and performance of our investment fund/ETF platform, while leading a team of product managers responsible for designing, managing, and scaling funds across our core investment mandates.
You’ll play a central role in shaping our product vision, ensuring our fund/ETF lineup is high quality, differentiated, and positioned for growth. You will also hold direct accountability for overall product-level P&L, with responsibility for strategic decision-making around product economics, growth priorities, and platform sustainability.
Our current product lineup spans six core franchises:
- Cash & Fixed Income
- Private Assets
- Crypto
- Alternative Income
- Dividend Income
- Multi-Asset
Key Responsibilities:
- Executive Leadership: Lead and develop a growing team of investment product managers. Set direction, structure priorities, and coach high-performing talent to drive execution and accountability.
- Product Platform Oversight: Own the strategic roadmap for the fund platform, evolving existing products, and launching new solutions aligned with client needs and long-term firm strategy.
- P&L Accountability: Oversee fund profitability and economics, including pricing strategy, platform costs, revenue opportunities, and product rationalization.
- Cross-Functional Partnership: Act as a senior partner to investment, portfolio management, distribution, legal, operations, and marketing teams, ensuring seamless delivery and governance.
- Market Positioning & Differentiation: Monitor competitor platforms, industry trends, and advisor demand to ensure our fund lineup is relevant, modern, and compelling.
- Client & Advisor Focus: Stay closely connected to how advisors and investors use our funds, and ensure product decisions are rooted in delivering better outcomes.
What You Bring?
- 15+ years of experience in investment product leadership, with a proven track record of building and managing retail fund platforms at scale.
- Deep knowledge of ETF, mutual fund, and private fund structures, distribution channels, and the regulatory environment across public and private markets.
- Strong knowledge of capital markets and the trading industry.
- Experience managing product teams and influencing executive stakeholders.
- Strong understanding of fund economics and demonstrated P&L accountability.
- Experience with multi-asset or alternative strategies preferred.
- CFA, MBA, or equivalent designation is an asset.
Why should you join us?
- We are one of Canada's Top Small & Medium Employers' 2023, 2024 & 2025. Three times in a row!!!
- 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 in the office.
- We care about your rewards - Competitive compensation, including an 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.
Purpose Unlimited 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.
About Purpose Unlimited
Purpose Unlimited is an independent company that’s creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology.
Our mission is to be the customer-focused leader that the financial services industry needs.
Our businesses include Purpose Investments, Driven by Purpose, Advisor Solutions by Purpose and Longevity. We pride ourselves in being a great place to work and were recognized as one of Canada’s Top Small & Medium Employers in 2023 and 2024.