Portfolio Manager

Job summary

Manage partner-firm relationships as the primary advisor contact, provide proactive portfolio reviews and check-ins, and build personalized client portfolios. Coordinate trading, product, service, and sales teams to grow mandates while meeting growth, retention, and KPI targets.

Job details

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. Who is Advisor Solutions by Purpose? Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canada’s Top 2023 Small and Medium Employers, Advisor Solutions by Purpose’s end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals. For more information, please visit https://www.purposeadvisors.com Harness Investment Management Inc. (Harness) is registered across Canada as a Portfolio Manager and Exempt Market Dealer, providing discretionary investment management services to individual and corporate clients. Vacancy Status: This is for a current opening. Compensation: $110,000 - $140,000 Job Description Every portfolio decision made for a partner firm either deepens their trust in Purpose or costs the next decade of that relationship. We're hiring the Portfolio Manager who owns that decision — and owns turning it into new business. What you will do/ what you will own Be the advisor's first call, not the one they escalate to when something's already wrong Run a proactive service cadence — scheduled portfolio reviews, quarterly business reviews with partner firms, and regular advisor check-ins Build personalised portfolios that reflect real empathy for the client, not templated allocations with their name on them Align trading, product, service and sales behind complex client opportunities — actively pulling in the right people to win and grow mandates, not just flagging that they exist Consistently meet and exceed your growth, retention, and KPI targets The Human-AI Partnership AI handles some of the routine data aggregation and reporting. You spend your time where AI can't: reading what a client actually needs, resolving the complaint that could have cost the relationship, and building the trust that keeps a partner firm from shopping the mandate elsewhere. Qualifications: What you must bring CFA or CIM designation 3–5 years in portfolio management, investment advisory, or wealth management, client-facing A demonstrated track record of meeting and exceeding KPIs Bachelor's degree in Finance, Economics, Business, or related field Why Purpose Purpose's partner network is scaling right now, and this role sits at the center of that growth — this is portfolio management built around real growth and real relationships, not routine service delivery. Tell us about a time you turned a partner-firm relationship into more business than the mandate on paper called for. If that's a story you're proud of, we'd like to hear it.

What you’ll do

Manage partner-firm relationships as the primary advisor contact, provide proactive portfolio reviews and check-ins, and build personalized client portfolios. Coordinate trading, product, service, and sales teams to grow mandates while meeting growth, retention, and KPI targets.

Requirements

Candidates must hold a CFA or CIM designation and have 3–5 years of client-facing experience in portfolio management, investment advisory, or wealth management. A bachelor's degree in Finance, Economics, Business, or a related field and a demonstrated record of meeting or exceeding KPIs are required.

Listed skills

• Customer service · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred
• KPI Management · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Portfolio Management
• Investment Advisory
• Wealth Management
• Client Relationship Management
• Portfolio Construction
• Discretionary Investment Management
• Client Service
• Business Development
• Client Retention
• KPI Management
• Investment Trading
• Partner-Firm Relationship Management
• Financial Advisory
• Complaint Resolution
• Cross-Functional Collaboration

Job areas

• Finance & Accounting
• Management & Leadership
• Sales
• Customer Service & Support