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© All Rights Reserved. ApplyBlast.com
Purpose Unlimited
This role serves as the primary point of contact for advisors, portfolio managers, and clients to ensure accurate and timely processing of client account transactions. The position requires managing cash movements across various account types, resolving advisor requests, and collaborating with internal teams to streamline operations and enhance client service. The ideal candidate will possess strong analytical skills and a proven track record in client servicing or operations within the financial services industry.
Purpose Unlimited is a Canadian financial services company that brings together investment expertise, independent advice, technology, and capital through an ecosystem of brands including Purpose Investments, Advisor Solutions, Steadyhand, Harness Investment Management, Foundation Wealth Partners, and Driven by Purpose. The company offers modern investment solutions, end-to-end platforms for independent financial advisors, personalized wealth advice, and flexible financing for Canadian small businesses. Purpose Unlimited's mission is to help Canadians build, grow, and protect their wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Purpose Unlimited.
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