Head of Wealth Management Sales
Purpose Unlimited
About this role
The Head of Wealth Management Sales at Advisor Solutions by Purpose leads the sales team, develops strategic initiatives, and builds relationships with advisors across Canada to promote independence and growth within the wealth management platform. The role involves driving revenue, leading a high-performing team, and staying ahead of market trends.
Skills
About Purpose Unlimited
purpose-unlimited.comPurpose Unlimited is a fintech company that helps investors build wealth, supports financial advisors, fuels small- and medium-business growth, and delivers lifetime-income solutions for retirees. Their platform combines investment and wealth-management tools, advisor-facing technology, capital and growth financing for SMBs, and retirement income products. Purpose focuses on using technology and financial expertise to make long-term, mission-aligned financial solutions more accessible to investors, advisors, entrepreneurs, and retirees.
About Purpose Unlimited
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Purpose Unlimited.
Salary
$120k – $200k
per year