Job Title

VP, Partner Relations & Advisor Services Join to apply for the VP, Partner Relations & Advisor Services role at Advisor Solutions by Purpose. Purpose Unlimited is an independent financial services company with an unrelenting focus on customercentric innovation, delivered through technologydriven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimiteds 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 Canadas Top 2023 Small and Medium Employers, Advisor Solutions by Purposes endtoend solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals. For more information, please visit Description The Vice President, Partner Relations & Advisor Services is a senior leadership role responsible for building and scaling a highimpact advisor experience strategy across Advisor Solutions by Purpose (ASP) and Purpose Unlimited (Purpose). This role leads a team of Advisor Experience Managers and is accountable for delivering exceptional service, fostering advisor growth, and championing the voice of the advisor across the organization. The VP will be a key crossfunctional collaborator, working closely with product, engineering, and executive leadership to ensure that advisor needs are embedded into strategic decisions. This role is both operational and relational, requiring a leader who can drive measurable outcomes while cultivating trust and advocacy within the advisor community. They will champion an AIeverywhere mindset, leveraging data, automations, and emerging technologies to enhance decision making, improve advisor experiences and scale impact across Purpose. Responsibilities: What you will do Establish a growth program to support our advisor firms, measured by the revenue growth from existing firms. Manage relationships with our onplatform firms, ensuring high satisfaction and addressing critical issues with Purpose and 3rd party vendors. Lead team of Advisor Experience Managers and ensure quality service level responses are being achieved. Coach and empower the team through curiosity, feedback and support fostering engagement, continuous skills development, and achievement of performance objectives while guiding them to take ownership of initiatives. Be the voice of our advisors and work closely with crossfunctional teams of product managers, engineers, and other key stakeholders across Purpose. Collaborate with leaders across Purpose to influence the improvement of the advisor experience across the organization. Manage expectations for advisors through strong communication and leadership skills. Identify and design best practice advisor experience measurements to continuously drive the Purposes strategy forward. Qualifications: What you will bring Experience : 10+ years in advisor services, client success, or relationship management within financial services, with a strong track record of leading teams and scaling service models. Leadership : Demonstrated ability to lead and coach highperforming teams, with a focus on engagement, accountability, and continuous improvement. Strategic Thinking : Proven ability to design and execute growth strategies, service frameworks, and advisor engagement programs. AdvisorCentric Mindset : Deep understanding of the advisor journey and the ability to translate insights into actionable improvements. Communication : Strong interpersonal and communication skills, with the ability to influence across all levels of the organization and manage advisor expectations effectively. Collaboration : Experience working crossfunctionally with product, engineering, and marketing teams to deliver integrated solutions. Measurement & Reporting : Skilled in defining and tracking KPIs and service metrics that align with business objectives and advisor satisfaction. 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, peoplefirst, 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 timeoff 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 topup. 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 yearround. ASP Advisor Solutions by Purpose is an equal employer, and we are dedicated to fostering an inclusive and barrierfree 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 . We thank all applicants for their interest; however, only those selected for interviews will be contacted. #J-18808-Ljbffr