Manager, Harness Portfolio Managers

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 Purpose Investments?
Purpose 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 Much of what is available to the average Canadian investor today is outdated and expensive.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 everyone.

Vacancy Status: This is for a current opening.
Compensation: $150,000 - $180,000

Who you are

The Manager, Harness Portfolio Managers is a hands on leadership role responsible for elevating the performance, alignment, and client centric 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 field level 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 clients.

What you will do

Setting the Tone: Leadership That Shows Up
•    Sets the standard of professionalism by providing clear direction, stability, and accountability
•    Becomes the single point of alignment, ensuring portfolio managers understand priorities, expectations, and how their work connects to a larger mission
•    Leads with presence—not managing from a distance, but walking alongside portfolio managers in the field, in client conversations, and through challenges

Client Obsessed Advocacy
•    Champions a client first, client obsessed culture, ensuring every decision starts with "What is best for the client?"
•    Elevates client outcomes by coaching portfolio managers on deeper discovery, stronger relationships, and more holistic financial advice
•    Translates client feedback, concerns, and trends into actionable improvements across the team
•    Ensures consistency in client experience—no matter which portfolio manager they work with

Portfolio Manager Development & Empowerment
•    Acts as a coach, mentor, and multiplier, not just a supervisor
•    Invests deeply in portfolio manager growth through: 
o    Regular, meaningful one on ones
o    Targeted development plans tailored to each portfolio manager's strengths and gaps
o    Real time coaching on client strategy, practice management, and communication
•    Builds confidence and capability so portfolio managers perform at their best—even under pressure

Creating a Culture of Constant Improvement
•    Instills a mindset of constant improvement, where "good enough" is never the finish line
•    Identifies inefficiencies, outdated processes, and friction points—and actively fixes them
•    Encourages experimentation, learning, and healthy challenge of the status quo
•    Uses performance data and outcomes to drive continuous learning, not fear or micromanagement

Driving Performance with Purpose
•    Sets clear, achievable performance expectations aligned to both business goals and portfolio manager capacity
•    Turns strategy into execution—no more stalled initiatives or unclear ownership
•    Holds portfolio managers accountable with respect and transparency, creating trust rather than tension
•    Creates momentum—moving the team from reactive to intentional, from fragmented to unified
•    Celebrates wins loudly while addressing underperformance early and constructively

Investment Leadership & Stewardship
•    Serves as an active member of the Harness Investment Committee, contributing disciplined thinking, challenge, and perspective to investment decisions
•    Brings the voice of the portfolio managers and clients into the investment governance process, ensuring real world implications are considered
•    Helps shape and reinforce the firm's investment philosophy, risk management principles, and portfolio construction discipline
•    Acts as a steward of consistency—ensuring portfolio managers remain aligned to agreed upon frameworks while allowing room for professional judgment
•    Assists portfolio managers in making complex investment decision and explaining concepts in clear, layperson terms, strengthening client understanding and trust

What you will bring

•    Bachelor's degree in finance, business, economics, or related field; advanced credentials (e.g., CFA) an asset.
•    Strong background in wealth management, portfolio management, or investment leadership.
•    Proven experience coaching and developing high performing advisory or portfolio management teams.
•    Solid understanding of investment principles, portfolio construction, and risk management.
•    Excellent communication skills with the ability to simplify complex investment concepts for clients.
•    Demonstrated ability to set expectations, drive accountability, and foster a client first culture.
•    High emotional intelligence, professional presence, and a continuous improvement mindset.

Additional Information

Why should you join us?

•    We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
•    We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
•    We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
•    We care about your rewards - Competitive compensation including equity program.
•    We 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 needs.
•    We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
•    We care about your family - Paid parental leave for eligible employees with a top-up.
•    We care about your future – Generous Group RRSP matching and an optional TFSA program.
•    We care about your development – We offer training opportunities and tuition support year-round.

PI

Purpose 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 contacted.

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 role.

We 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.