Portfolio Manager, Multi-Asset Wealth Solutions

Purpose Unlimitedis 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 Unlimiteds businesses include Purpose Investments Advisor Solutions by Purpose and DrivenWho is Purpose InvestmentsPurpose Investmentsis an innovation- driven asset management company with over $20 billion under management offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments goal is to constantly innovate and make investing simple intuitive and affordable for Status:This is for a current rolePurpose Investments is looking for a Portfolio Manager to own every investment solution on the Steadyhand and Harness wealth platforms over $3.5B in AUM and growing with full construction authority over the Founders and Builders funds.T H E H U M A N - A I P A R T N E R S H I PAI handles the aggregation pulling model and fund performance data drafting first-pass commentary flagging mandate drift across sub-advisors. You handle the judgment the construction call the public defense of that call and the platform-wide accountability advisers and clients rely on.W H A T Y O U L L D O Own platform-wide PM accountability across every Steadyhand and Harness solution Lead full construction and management of the Founders and Builders funds Keep model portfolios aligned to Purposes house view and each client outcome Govern third-party sub-advisor performance and mandate adherenceW H A T Y O U M U S T B R I N G Hands-on multi-asset model portfolio construction experience (fund-of-funds or SMA) An investment background strong enough to make portfolio decisions not just interpret them Excellent communication skills adviser conversations public speaking written commentary Comfort as a single point of accountability working closely with peers on adjacent parts of the PlatformW H Y P U R P O S EThis is platform-wide construction authority most PM roles never offer real ownership of Founders and Builders plus the mandate to shape every model on the shelf. Youll build the AI-assisted monitoring muscle now ahead of where the rest of the industry is headed with full backing to be the public credible voice behind the numbers.R E A D Y Platform-wide PM roles like this real construction authority plus full platform accountability dont open often at Purpose and wont stay open long once the right person is in the room. If youre strong across the core of this role but still building on one or two of the differentiators we want to hear from you us about a time you had to defend a portfolio decision to someone who disagreed with it what did you say and did you change your mindIf that question got you thinking rather than worried wed like to role at Purpose is assessed against our five values:Innovation You bring new ideas challenge the status quo and find better ways of building. You dont wait for permission to You speak up when something isnt working take difficult stands on technical quality and act with conviction even when its Mindset You take full accountability for your squads outcomes. You treat the platform the team and the business as your Focus You place client outcomes at the center of every architectural and delivery Through Individual and Collective Growth You invest in your own development and actively contribute to the growth of every engineer around should you join usWe are one of Canadas Top Small & Medium Employers& believe in innovation and a vibrant culture - work for an innovative people-first financial services firm that values believe in a flexible work structure A flexible hybrid work model that empowers you to do your best work whether at home or the care about your rewards - Competitive compensation including equity care about your health comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness care about your quality of life - flexible paid time-off policy with unlimited vacation days and flexible sick and mental health care about your family - Paid parental leave for eligible employees with a care about your future Generous Group RRSP matching and an optional TFSA care about your development We offer training opportunities and tuition support Unlimited is an equal opportunity employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process please contact any member of the People & Culture team at Our work philosophy is a hybrid model allowing for flexibility and collaboration. Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this must be legally entitled to work in Canada. Immigration sponsorship is not offered for this may use artificial intelligence technology to assist in screening assessing or selecting applicants for this position. Final hiring decisions are made by qualified human thank all applicants for their interest; however only those selected for interviews will be contacted.