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 stakeholdersRequirements:
- 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-makingDrive impactful investment solutions and client success at Purpose Investments.#J-18808-Ljbffr