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 provides Advisors with the technology to break away from the traditional dealer model, allowing entrepreneurial Advisors to launch and operate an independent practice without the historically high barriers to entry. We are a small team of entrepreneurs who want to play an integral part in helping Advisors and portfolio managers achieve independence by making it easier to own, service clients, and grow a business. We believe the future of advice needs smarter technology and fewer barriers to ownership so that everyone can make better financial choices.
The Role
We are hiring a Strategy & Analytics Intern to report to the Director, Strategic Initiatives at Advisor Solutions by Purpose. In this role, the person will collaborate cross-functionally with sales, relationship management, compliance, and data teams to support in defining Key Performance Indicators (KPIs) and ensuring datasets are in place to begin measuring KPIs.
In this role, you will:
- Define a methodology for calculating key strategic metrics, such as net new assets and net asset growth.
- Prepare reports and dashboards to inform strategic decision making including trending analysis, projections, and forecasts.
- Establish repeatable/automated processes to leverage existing systems and data to track and report key strategic metrics on an ongoing basis.
- Partner with sales, relationship management, data, and other cross-functional teams to design solutions and ensure ongoing implementation.
The ideal candidate will be enrolled in a program focused on business, strategy, or analytics (MBA candidates preferred). The candidate will have some prior experience in a consulting or technology development role.
The following criteria will be key in evaluating the person:
- Strong strategic thinking and problem-solving skills.
- Strong Excel, SQL, or other analytical skills.
- Demonstrated interpersonal skills.
- Passion to improve the financial advisory experience for Canadians and help them achieve their financial objectives.
- A curious, inclusive team player.
- Familiarity with Zendesk or Target Process a plus.
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 peopleteam@purpose-unlimited.com.
We thank all applicants for their interest; however, only those selected for interviews will be contacted.
In light of the COVID-19 pandemic, the safety and well-being of our teams are our top priority. Our work philosophy is a hybrid model allowing for flexibility and collaboration.