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.

Role Summary:

The VP Product, Business Services, is responsible for overseeing and managing all aspects of the business services products within our organization. You will be responsible for developing and implementing strategies to drive growth, optimize operational efficiency, and ensure the delivery of superior customer service. This product portfolio is unique as we have products that are in different stages of finding product market fit

Scope:

Business services are products and/or services Purpose offers to help a business owner scale their business profitably.

Marketing as a service
Lending
M&A
Implementing Advisor Operations
Salesforce CRM customization

Key Responsibilities:

Provide strategic vision and road map for business services across the Purpose ecosystem and partner with other product leaders to deepen relationships with our customers by solving their most complex problems.
Act as the company’s quarterback in the target product scope to build a sustainable and profitable product or service by delivering a valuable client experience and competitive positioning.
Be the voice of the customer. Partnering with sales and marketing teams to develop the messaging, and key features and be part of the sales process to grow our business.
Monitor and analyze market trends and competitor activities to identify opportunities for product and process enhancements that will drive business growth.
Collaborate with cross-functional teams, such as sales, marketing, and finance, to develop and launch new products and improve existing offerings to meet customer needs.
Prepare and present regular reports on product performance, KPIs, and OKRs to key stakeholders including senior management.
Prioritize roadmap and backlog by collaborating with cross functional teams in order to achieve success.
Ensure compliance with all applicable regulations, laws, and company policies.

Qualifications:

Minimum of 10 years of experience in strategic leadership positions.
Strong leadership and managerial skills, with the ability to motivate and inspire teams, to drive change in how we work.
Strong analytical and problem-solving abilities, with a data-driven approach to decision-making.
Dynamic communicator with strong interpersonal skills, and can build relationships with internal and external stakeholders.
Experience in strategic planning, forecasting, and surpassing budget expectations.

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.
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 & 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.

Purpose Unlimited

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VP Product, Business Services