Manager, Harness Portfolio Managers

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 is Purpose InvestmentsPurpose Investments is 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 Much of what is available to the average Canadian investor today is outdated and expensive.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 : $150000 - $180000Who you areThe Manager Harness Portfolio Managers is a handson leadership role responsible for elevating the performance alignment and clientcentric focus of a team of portfolio managers. This leader ensures the team operates with clarity cohesion and accountability while fostering an environment where exceptional client outcomes continuous learning and high professional standards are the norm. By serving as both a strategic partner and fieldlevel coach the manager enhances the quality and consistency of the client experience strengthens investment stewardship across the organization and translates business and investment strategy into meaningful measurable execution. The role blends people leadership investment insight and operational excellence to build a team that is confident skilled and united in delivering outstanding value to you will doSetting the Tone: Leadership That Shows UpSets the standard of professionalism by providing clear direction stability and accountabilityBecomes the single point of alignment ensuring portfolio managers understand priorities expectations and how their work connects to a larger missionLeads with presencenot managing from a distance but walking alongside portfolio managers in the field in client conversations and through challengesClientObsessed AdvocacyChampions a clientfirst clientobsessed culture ensuring every decision starts with What is best for the clientElevates client outcomes by coaching portfolio managers on deeper discovery stronger relationships and more holistic financial adviceTranslates client feedback concerns and trends into actionable improvements across the teamEnsures consistency in client experienceno matter which portfolio manager they work withPortfolio Manager Development & EmpowermentActs as a coach mentor and multiplier not just a supervisorInvests deeply in portfolio manager growth through: Regular meaningful oneononesTargeted development plans tailored to each portfolio managers strengths and gapsRealtime coaching on client strategy practice management and communicationBuilds confidence and capability so portfolio managers perform at their besteven under pressureCreating a Culture of Constant ImprovementInstills a mindset of constant improvement where good enough is never the finish lineIdentifies inefficiencies outdated processes and friction pointsand actively fixes themEncourages experimentation learning and healthy challenge of the status quoUses performance data and outcomes to drive continuous learning not fear or micromanagementDriving Performance with PurposeSets clear achievable performance expectations aligned to both business goals and portfolio manager capacityTurns strategy into executionno more stalled initiatives or unclear ownershipHolds portfolio managers accountable with respect and transparency creating trust rather than tensionCreates momentummoving the team from reactive to intentional from fragmented to unifiedCelebrates wins loudly while addressing underperformance early and constructivelyInvestment Leadership & StewardshipServes as an active member of the Harness Investment Committee contributing disciplined thinking challenge and perspective to investment decisionsBrings the voice of the portfolio managers and clients into the investment governance process ensuring realworld implications are consideredHelps shape and reinforce the firms investment philosophy risk management principles and portfolio construction disciplineActs as a steward of consistencyensuring portfolio managers remain aligned to agreedupon frameworks while allowing room for professional judgmentAssists portfolio managers in making complex investment decision and explaining concepts in clear layperson terms strengthening client understanding and trustWhat you will bringBachelors degree in finance business economics or related field; advanced credentials (e.g. CFA) an background in wealth management portfolio management or investment experience coaching and developing highperforming advisory or portfoliomanagement understanding of investment principles portfolio construction and risk communication skills with the ability to simplify complex investment concepts for ability to set expectations drive accountability and foster a clientfirst emotional intelligence professional presence and a continuousimprovement InformationWhy should you join usWe are one of Canadas Top Small & Medium Employers 2023 & 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 futureGenerous Group RRSP matching and an optional TFSA care about your development We offer training opportunities and tuition support Investments is an equal 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 and Culture team at We thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and work philosophy is a hybrid model allowing for flexibility and 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 reviewers.