Manager of Portfolio Management
Remote regions
North AmericaBenefits
4w PTO
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Your Impact:
- Directly influence the quality of advice delivered to thousands of clients.
- Ensure the integrity and efficiency of the systems that manage client money.
- Shape our external content and internal advice frameworks.
What You'll Do:
- Engage with high-value clients or complex situations.
- Provide supervision and approval for situations outside normal policies.
- Work with investment research, product, compliance, and other stakeholders.
Skills You Bring:
- Is a natural and inspiring leader with strong people management skills.
- Is passionate about investing, portfolio construction, and personal finance.
- Possesses excellent soft skills, capable of engaging high-value clients.
Wealthsimple
Wealthsimple aims to provide financial freedom for everyone by making money management transparent and low-cost through technology. As the largest fintech company in Canada, they have over 3 million users and $100 billion in assets, emphasizing collaboration, humility, and quality.