Manager, Portfolio Management - Toronto
7 hours ago
Job description
Build something people love
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.
Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone.
We're the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets.
And we're just getting started.We're looking for someone who thinks big, sweats the small stuff and keeps things simple.
You'll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients' lives.
Collaboration, humility, and an obsession over quality are how we get stuff done.Be a part of our Canadian success story and help shape the financial future of millions. Read our Culture Manual and learn more about how we work.
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.In this role you'll have the opportunity to:
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.
What you'll 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.
Skills And Experience
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?
Top-tier health benefits and life insurance
Long-term group savings with employer match using our Wealthsimple for Business platform
20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
90 days away program:
Employees can work outside of Canada for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
We're a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people.
You'll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work.Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly.
At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value.
We're looking for people who are not just comfortable with change but energized by it.Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully.
We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility StatementWealthsimple provides an accessible candidate experience.
If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation.
We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses.
Compensation Range:
CA$166.4K - CA$208K
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