Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

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 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 high-leverage workstreams and sequencing them deliberately.
Define and prioritize requirements that meet operational, regulatory, and analytical standards.
Write clear, detailed user stories and acceptance criteria for engineering execution.
Pressure-test major design decisions, documenting alternatives, assumptions, and validation criteria.
Act as a close partner to engineering and data leads on priorities and trade-offs, leading planning and review sessions.
Track delivery against clear, business-language measures of success and report progress to stakeholders.
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 fund performance calculations (returns, attribution, peer comparisons, AUM and flow time series) for any fund, series, or period, consolidating work across parallel analytics tools.
Own the primary record of fund holdings, positions, NAVs, flows, and activity events that serve as the foundation for fund accounting and performance.
Define the vision and roadmap for the master-data source and pipelines (valuation and NAV, activity, investor, disclosure, and tax) that bring raw feeds into governed schemas.
Establish better ways for external stakeholders to access funds, creating seamless experiences for subscriptions and trading.
Own the lineage that makes every fund number traceable to its source, providing an auditable path for regulators, auditors, advisors, and investors.

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 Canadian fund manager disclosure and regulatory obligations.
Understanding of what a book of record is and the significance of a NAV error.
Ability to identify problems worth solving before defining solutions.
Clear point of view on prioritization, defensible with data and evidence.
Comfortable saying no when capacity demands it.
Ability to have intelligent conversations with engineers about data models, pipelines, schema design, or system integration.
Understanding of data architecture to ask the right questions and make informed trade-offs.
Ability to build trust quickly with engineering, operations, compliance, and senior leaders.
Ability to align diverse groups around a shared direction without formal authority.
Comfortable pushing back when evidence supports a different view.
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.
Understanding of the evolving role of a PM in an AI-first product team.
Ability to write clearly and concisely, with specific user stories and unambiguous product briefs.
Reasoning that is defensible by construction.
Direct and evidence-based stakeholder updates.
Applicants must be legally entitled to work in Canada.
Immigration sponsorship is not offered for this role.

Skills

Product vision
Roadmap development
Product delivery
Cross-functional team leadership
Fund accounting
Performance calculation
Trading operations
Data governance
Workflow analysis
Regulatory compliance
Requirement definition
User story writing
Acceptance criteria
Data modeling
Pipeline design
Schema design
System integration
Stakeholder influence
AI and automation
Communication

Location

Canada

Work Type

Hybrid
Full-time

Experience Level

Senior
Sr.

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 (vacation, sick, mental health days)
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 focused on customer-centric innovation through technology-driven solutions.
The company is developing a diversified product platform aimed at addressing historically underserved market segments.
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 managed and quantitative investment products.
Purpose Investments aims to innovate and make investing simple, intuitive, and affordable for everyone.
Purpose Unlimited is one of Canada's Top Small & Medium Employers' 2023 & 2024.
The company fosters an innovative, people-first culture that values entrepreneurialism.

Equal Opportunity

Purpose Investments is an equal employer, dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates.
Encourages all qualified candidates to apply.
Accommodation is available during any stage of the recruitment process; contact PeopleCultureTeam@purpose-unlimited.com if required.
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.