At Wealthsimple, we're building something people love by helping everyone achieve financial freedom. We are looking for a Manager, Portfolio Management to join our team. Reporting to the Head of Investment Research, you will lead, develop, and inspire a team of licensed portfolio managers, ensuring exceptional client support and the operational excellence of our digital portfolio management systems.
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.
What We're Looking For
- 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.
Team & Environment
You will report directly to the Head of Investment Research.
Benefits & Compensation
- Compensation range: CA$166.4K - CA$208K
- 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)
Work Mode
This role is remote first and open to candidates across North America.
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.
