Vice President, Client Experience and Operational Transformation

Purpose LP; Toronto; Hybrid; CAD 120,000 - 180,000; Full time

Job summary

Purpose Unlimited seeks a Vice President for Client Experience and Operational Transformation in Toronto. In this pivotal role, you will lead M&A integrations and enhance client experiences, driving strategic decision-making in a growth-focused FinTech environment. Join a mission-driven team dedicated to empowering individuals and businesses through innovative financial solutions.

Benefits

Flexible hybrid work model

Competitive compensation with equity program

Comprehensive health and dental benefits

Unlimited vacation days

Generous Group RRSP matching

Tuition support and training opportunities

Qualifications

• 10 years experience in business transformation, management consulting, or technology roles required.
• 5 years building analytics, process design, and change management capabilities.
• Excellent communication skills to simplify complex ideas.

Responsibilities

• Lead M&A integration and ensure seamless transitions.
• Drive client experience change management agenda.
• Utilize data to fine-tune strategies for better client outcomes.

Skills

Problem-solving

Analytics

Change Management

Data-driven decision-making

Communication

Tools

Power BI

SQL

Python

Job description

Vice President, Client Experience and Operational Transformation

Purpose Advisor Solutions Inc, Toronto, Ontario, Canada

Job Description

Posted Monday, June 23, 2025 at 4 : 00 AM

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 to address historically underserved market segments. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, Driven, and Harness Investment Management.

We are a mission-driven team that strives to empower individuals and businesses to pursue meaningful goals, create positive social impact, and drive purpose-led growth. Our innovative solutions help our clients align their business objectives with their values to achieve sustainable success. We are committed to fostering a culture of purpose, inclusion, and continuous learning, where every team member contributes to creating lasting impact.

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.

Who you are?

We are hiring a Vice President, Client Experience and Operational Transformation. You will report to the Chief Client Officer and work directly with ASP’s executive team , leaders of teams across functions, and stakeholders across Purpose Unlimited. This is an exciting opportunity with one of Canada’s leading growth-focused FinTech organizations. The position will entail meaningful responsibility and autonomy, and the chosen candidate will play a critical role in strategic decision-making across the organization.

Key Responsibilities :

• M&A Integration : You’ll be at the heart of integrating new businesses into our ecosystem, ensuring smooth transitions that don’t just meet expectations but exceed them.
• Cross-Functional Leadership : Lead teams across product, tech, legal, compliance, marketing, and operations to align, execute, and celebrate success. Your ability to pull people together will be key as we integrate and grow the wealth business.
• Data-Driven Success : Use data and feedback to continuously fine-tune our strategies, reporting, and oversight, and ensure we're delivering client experiences that turn clients into loyal advocates.
• Innovation at Scale : Bring your creativity to the table, identifying new tools and technologies that solve complex client challenges, helping us stay ahead of the curve in delivering personalized wealth solutions.
• Prioritization Mastery : Juggle multiple priorities and initiatives like a pro. Whether it's M&A integration or scaling a client experience initiative, you'll know how to focus on the right things at the right time.
• Client Delight : Find ways to make the client experience not just good, but truly unforgettable. Surprising moments and personalized touches are your secret sauce.
• Change Management : Lead our client experience change management agenda, ensuring timely delivery of key projects to improve scalability and risk management of our operations.

Requirements :

The ideal candidate will have 10 years of experience in business transformation, management consulting, or technology development roles with a strong focus on execution. The following criteria will be key in evaluating the person :

• Minimum 5 years of building analytics, process design, and change management capabilities.
• 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 Advisors’ success is our success, and we love the thrill of turning an Advisor’s frustration into a great experience
• 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
• Experience working with stakeholders to define problems / opportunity statements, prioritize in ambiguous scenarios, lay out data-driven solutions, and identify features and requirements
• Ability to communicate complex ideas in a simple & and easy-to-understand way for any audience (e.g., engineering, 3rd party vendors, operational teams, executive team)

Nice to have :

• Experience with technology development.
• Experience with BI Tools (eg, Power BI, Tableau, Sigma).
• Experience with SQL, programming (including scripting / coding), Python, VBA, or application development.
• Knowledge of wealth management / wealth operations.
• 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 [emailprotected] .

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 Advisor Solutions Inc, Toronto, Ontario, Canada