Lead the investment landscape at Purpose Investments as a Wealth Solutions Portfolio Manager, overseeing more than $3.5 billion in managed assets across creative wealth platforms. This role emphasizes client-focused portfolio construction and accountability. You will be responsible for leading the Founders and Builders funds while ensuring portfolio strategies meet Purpose's high standards.
Your judgment and communication skills will play a critical role in collaborating with advisers and making informed investment decisions. Adapt your expertise to leverage AI in investment monitoring and client communication. Key Responsibilities:
- Own investment accountability across Steadyhand and Harness
- Lead the full management of Founders and Builders funds
- Align client outcomes with Purpose’s investment strategies
- Supervise third-party sub-advisors for mandate adherence
- Articulate and defend investment decisions to stakeholders
Requirements:
- Established background in investment management
- Excellent interpersonal and public speaking abilities
- Skill in making impactful portfolio decisions
- Comfortable managing overall platform accountability
- Willingness to utilize AI for enhanced decision-making
Drive impactful investment solutions and client success at Purpose Investments.