At a Glance
- Tasks: Lead investment strategies and manage over $3.5 billion in assets.
- Company: Purpose Investments, a leader in innovative wealth solutions.
- Benefits: Competitive salary, growth opportunities, and a dynamic work environment.
- Other info: Join a collaborative team focused on driving impactful investment solutions.
- Why this job: Make a real impact on client success and leverage AI in investments.
- Qualifications: Experience in investment management and strong communication skills.
The predicted salary is between 135000 - 165000 $ per year.
Lead the investment landscape at Purpose Investments as a Wealth Solutions Portfolio Manager, overseeing more than $3.5 billion in managed assets across innovative wealth platforms.
This role emphasizes client-focused portfolio construction and accountability.
You will be responsible for leading the Founders and Builders funds while ensuring portfolio strategies meet Purpose's high standards.
Your judgment and communication skills will play a critical role in collaborating with advisers and making informed investment decisions.
Adapt your expertise to leverage AI in investment monitoring and client communication.
Key
Responsibilities
- Own investment accountability across Steadyhand and Harness
- Lead the full management of Founders and Builders funds
- Align client outcomes with Purpose’s investment strategies
- Supervise third-party sub-advisors for mandate adherence
- Articulate and defend investment decisions to stakeholders
Requirements
- Established background in investment management
- Excellent interpersonal and public speaking abilities
- Skill in making impactful portfolio decisions
- Comfortable managing overall platform accountability
- Willingness to utilize AI for enhanced decision-making
Drive impactful investment solutions and client success at Purpose Investments. #J-18808-Ljbffr
Wealth Solutions Portfolio Manager in Toronto employer: Purpose Unlimited
At Purpose Unlimited, we pride ourselves on being an exceptional employer that values trust, collaboration, and personal growth. Our supportive work culture encourages continuous learning and development, ensuring that our Portfolio Managers not only meet their professional goals but also contribute meaningfully to client success. Located in a vibrant community, we offer unique opportunities for networking and engagement, making it an ideal place for those looking to make a positive impact in the investment sector.
