Job Description
About the role
Reporting to the Head of Investment Research, the Manager of Portfolio Management will lead, develop, and inspire a team of licensed portfolio managers. This is a critical leadership role focused on ensuring exceptional client support, consistent investment advice, and the operational excellence of our digital portfolio management systems. You will be a passionate leader who can navigate complex client situations and contribute significant thought leadership to the organization.
Your impact
You will directly influence the quality of advice delivered to thousands of clients by coaching and mentoring a high-performing team of portfolio managers. Your operational oversight will ensure the integrity and efficiency of the systems that manage client money, while your thought leadership will shape our external content and internal advice frameworks. Ultimately, you will be instrumental in ensuring that our managed clients receive consistent, high-quality, and compliant portfolio management.
- What you'll do
- Run a team of licensed portfolio managers responsible for supporting clients for whom we manage money.
- Coach, train, develop, and inspire entry-level portfolio managers.
- Oversee and provide input on our digital portfolio management systems and processes used to manage client money.
- Engage with high-value clients or complex situations.
- Provide supervision, oversight, and approval for situations and advisor requests that fall outside of normal policies and procedures.
- Work with investment research, product, compliance, and other stakeholders to facilitate special projects (e.g., portfolio updates).
- Collaborate with leaders of Dedicated Human Advice teams to set up training and quality control processes for consistent, high-quality investment advice.
- Provide thought leadership on investment and personal finance issues, working with content and investment research teams to ensure quality and insight in our published work.
- Partner with leaders across sales, service, IR, and compliance to develop policies, procedures, and frameworks for delivering advice the Wealthsimple way.
- Skills you bring
- Is a natural and inspiring leader with strong people management skills.
- Is passionate about investing, portfolio construction, and personal finance, with a genuine curiosity and commitment to continuous learning.
- Possesses excellent soft skills, capable of engaging high-value clients and stakeholders across the business.
- Is highly process-oriented, with an eye for operational efficiency and compliance.
- Licensing: Ability to be licensed as a Portfolio Manager (unrestricted portfolio manager), which requires a CFA or CIM designation plus relevant investment management experience.
- 4+ years of experience working with clients on a discretionary basis.
- At least 2 years of people management experience.
Why Wealthsimple?
Γ°ΕΈΕΒΈ Top-tier health benefits and life insurance
Long-term group savings with employer match, through Wealthsimple for Business
20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
90 days away: work outside Canada for up to 90 days per year
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
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