Job Title

Posted Wednesday, February 11, 2026 at 5:00 AM 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 Unlimiteds businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven. Who is Advisor Solutions by Purpose? Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canadas Top 2023 Small and Medium Employers, Advisor Solutions by Purposes end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals. For more information, please visit Investment Management Inc. (Harness) is registered across Canada as a Portfolio Manager and Exempt Market Dealer, providing discretionary investment management services to individual and corporate clients. Vacancy Status: This is for a current opening. Compensation: $150,000 - $180,000 Who you are The Manager, Harness Portfolio Managers is a handson leadership role responsible for elevating the performance, alignment, and clientcentric 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 fieldlevel 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 presencenot managing from a distance, but walking alongside portfolio managers in the field, in client conversations, and through challenges ClientObsessed Advocacy Champions a clientfirst, clientobsessed 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 experienceno matter which portfolio manager they work with Acts as a coach, mentor, and multiplier, not just a supervisor Invests deeply in portfolio manager growth through: Regular, meaningful oneonones Targeted development plans tailored to each portfolio managers strengths and gaps Realtime coaching on client strategy, practice management, and communication Builds confidence and capability so portfolio managers perform at their besteven 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 pointsand 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 executionno more stalled initiatives or unclear ownership Holds portfolio managers accountable with respect and transparency, creating trust rather than tension Creates momentummoving the team from reactive to intentional, from fragmented to unified Celebrates wins loudly while addressing underperformance early and constructively 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 realworld implications are considered Helps shape and reinforce the firms investment philosophy, risk management principles, and portfolio construction discipline Acts as a steward of consistencyensuring portfolio managers remain aligned to agreedupon 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 Bachelors 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 highperforming advisory or portfoliomanagement 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 clientfirst culture. High emotional intelligence, professional presence, and a continuousimprovement mindset. Currently registered or able to be registered as an advising representative. We believe in innovation and a vibrant culture-work for an innovative, peoplefirst, financial services firm that values entrepreneurialism. We believe in a flexible work structureA 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 healthcomprehensive 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 timeoff 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 topup. We care about your futureGenerous Group RRSP matching and an optional TFSA program. We care about your developmentWe offer training opportunities and tuition support yearround. Advisor Solutions by Purpose is an equal employer, and we are dedicated to fostering an inclusive and barrierfree 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. #J-18808-Ljbffr