Wealthsimple · 12 hours ago
Manager, Portfolio Management
United States
Full-time
Remote
Mid, Senior Level
CA$166K/yr - CA$208K/yr
4+ years expWealthsimple is a leading fintech company on a mission to help everyone achieve financial freedom. The Manager of Portfolio Management will lead a team of licensed portfolio managers, ensuring exceptional client support and operational excellence in digital portfolio management systems.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
Run a team of licensed portfolio managers responsible for supporting clients for whom we manage money
Coach, train, develop, and inspire entry-level portfolio managers
Oversee and provide input on our digital portfolio management systems and processes used to manage client money
Engage with high-value clients or complex situations
Provide supervision, oversight, and approval for situations and advisor requests that fall outside of normal policies and procedures
Work with investment research, product, compliance, and other stakeholders to facilitate special projects (e.g., portfolio updates)
Collaborate with leaders of Dedicated Human Advice teams to set up training and quality control processes for consistent, high-quality investment advice
Provide thought leadership on investment and personal finance issues, working with content and investment research teams to ensure quality and insight in our published work
Partner with leaders across sales, service, IR, and compliance to develop policies, procedures, and frameworks for delivering advice the Wealthsimple way
Qualification
Required
Ability to be licensed as a Portfolio Manager (unrestricted portfolio manager), which requires a CFA or CIM designation plus relevant investment management experience
4+ years of experience working with clients on a discretionary basis
At least 2 years of people management experience
Preferred
Is a natural and inspiring leader with strong people management skills
Is passionate about investing, portfolio construction, and personal finance, with a genuine curiosity and commitment to continuous learning
Possesses excellent soft skills, capable of engaging high-value clients and stakeholders across the business
Is highly process-oriented, with an eye for operational efficiency and compliance
Benefits
Top-tier health benefits and life insurance
Long-term group savings with employer match using our Wealthsimple for Business platform
20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
Company
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44BKey Investors
TCVAllianz XPower Financial Corporation
2025-10-27Series E· $393.04M
2025-10-27Secondary Market· $142.93M
2021-05-03Series B· $610.77M
Leadership Team
Michael Katchen
Co-founder & CEO
Radhika Kakkar
COO
Recent News
Canada NewsWire
2026-01-16
Calgary Herald
2026-01-08
Company data provided by crunchbase