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About the Role

As Sr. Product Manager, Fund Management, you will own the product vision, roadmap, and delivery for the Fund Management squad. This cross-functional team is accountable for transforming how Purpose runs its investment fund operations, moving fund accounting, performance, trading operations, and data onto a single governed platform. This role requires building a product roadmap rather than executing a predefined one.

Responsibilities

Translate product vision and strategy into an actionable, sequenced roadmap across the master-data spine and the valuation, activity, investor, and disclosure pipelines
Partner with investment operations, fund accounting, data engineering, and compliance to deeply understand workflows, source systems, and regulatory constraints
Decide what gets built and in what order – picking a small number of high-leverage workstreams against a broad operational surface and sequencing them deliberately
Define and prioritize requirements that meet operational, regulatory, and analytical standards
Write clear, detailed user stories and acceptance criteria that engineering can execute on with confidence
Pressure-test major design decisions – naming the alternatives considered, the assumptions made, and what would prove them wrong
Act as a close partner to the engineering and data leads on priorities and trade-offs, leading planning and review sessions as the product authority in the squad
Track delivery against clear, business-language measures of success and report progress to stakeholders on a regular cadence
Own the outcome of a daily NAV that is correct, delivered on time, observable, and defensible across more than 100 funds, replacing manual checks with automated assertions
Own a single surface for returns, attribution, peer comparisons, and AUM and flow time series, consolidating work spread across parallel analytics tools
Own the primary record of fund holdings, positions, NAVs, flows, and activity events that both fund accounting and performance sit on, moving the business to a single governed foundation
Define the vision and roadmap for the master-data source and the pipelines – valuation and NAV, activity, investor, and disclosure and tax
Establish better ways for external stakeholders to access with our funds when necessary, creating seamless experiences
Own the lineage that makes every fund number traceable to its source, providing one auditable path

Requirements

Meaningful experience in asset management, fund operations, or fund accounting, or a closely adjacent domain
Understanding of NAV, fund flows, performance and attribution, the roles of custodians, transfer agents, and sub-advisors, and the disclosure and regulatory obligations of a Canadian fund manager
Ability to identify problems worth solving before defining solutions
Clear point of view on prioritization, defensible with data and evidence
Comfortable in the detail; able to have an intelligent conversation with an engineer about data models, pipelines, schema design, or system integration
Ability to build trust quickly with engineering, operations, compliance, and senior leaders
Ability to align diverse groups around a shared direction without formal authority
Actively look for opportunities to use AI and automation to replace manual checks, automate validation and reconciliation, and make fund data observable and self-monitoring
Write clearly and concisely; user stories are specific; product briefs do not leave room for ambiguity; reasoning is defensible by construction; stakeholder updates are direct and evidence-based
Applicants must be legally entitled to work in Canada
Immigration sponsorship is not offered for this role

Skills

Product vision
Roadmap development
Product delivery
Stakeholder management
Prioritization
User story writing
Acceptance criteria definition
Data modeling
Pipeline design
Schema design
System integration
AI and automation
Communication

Location

Canada

Work Type

Hybrid
Full-time

Experience Level

Senior

Salary/Compensations

$125,000 - $145,000

Benefits

Competitive compensation including equity program
Comprehensive group health and dental benefits
Life insurance
Lifestyle Spending Account
Flexible paid time-off policy
Paid parental leave for eligible employees with a top-up
Generous Group RRSP matching
Optional TFSA program
Training opportunities
Tuition support

About the Company

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.
Purpose Investments is an innovation-driven asset management company with over $20 billion under management, offering both managed and quantitative investment products.
Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive and affordable for everyone.
One of Canada's Top Small & Medium Employers' 2023 & 2024.
An innovative, people-first, financial services firm that values entrepreneurialism.
We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.

Equal Opportunity

Purpose Investments 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.