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Overview Location: Toronto | Work Model: Hybrid (12 days onsite) We are seeking a visionary Chief Investment Officer to own our portfolio architecture and lead asset class innovation. This is more than a strategy role; it is a seat on the Executive Board with a clear trajectory to CEO . If you are a seasoned professional ready to scale both an investment offering and a company, this is your mandate. Responsibilities Strategic Leadership: Build a high-performing investment team and partner with the Executive Board to drive business growth and the product roadmap. Public Voice: Act as the firms primary investment spokesperson for media, industry conferences, and institutional partners. Investment Vision: Lead a comprehensive overhaul of model portfolio suites, applying best-in-class construction principles and risk-tiered strategies. Asset Innovation: Expand the investment universe by integrating alternatives, private credit, infrastructure, and factor-based strategies. Framework Ownership: Define and maintain the firms IPS, tactical asset allocation, and rebalancing methodologies. Governance Leadership: Chair the Investment Committee and establish rigorous standards for product approval and monitoring. Rigorous Due Diligence: Develop proprietary frameworks to evaluate ETFs, funds, and managers (Performance, Cost, Liquidity, ESG). Risk & Compliance: Oversee stress-testing and portfolio monitoring to ensure alignment with CIRO regulations and client mandates. Execution Oversight: Lead the Portfolio Management function, ensuring seamless rebalancing, fund flows, and performance reporting. Cross-Functional Partnership: Collaborate with Product and Tech teams to embed investment capabilities into the digital platform experience. Qualifications Credentialed Expert: CFA Designation is required. Proven Tenure: 15+ years of investment management experience, with substantial time in a CIO, Deputy CIO, or Senior PM role. Technical Mastery: Deep grasp of asset allocation, risk management, and modern portfolio theory. Asset Versatility: Expertise across traditional and alternative asset classes, with extensive due diligence experience (ETFs, Mutual Funds, Liquid Alts). Domain Edge: Experience within robo-advisory, digital wealth, or fintech is a significant advantage. Leadership Mindset: A collaborative, proactive, and entrepreneurial approach to building a business. Whats On Offer? Executive Influence: A seat at the table of a leading Canadian wealth technology firm. Legacy Opportunity: The mandate to build a world-class investment offering from the ground up. Elite Compensation: Competitive base salary, short-term and long-term incentives, and equity participation . Mission-Driven Culture: A collaborative environment committed to making sophisticated investing accessible to all Canadians. Flexibility: Modern hybrid working arrangements from our Toronto headquarters. This is a chance to leave your fingerprint on a company that values your vision. If youre ready to lead the future of wealth management, apply today. #J-18808-Ljbffr