Purpose Unlimited
Purpose Investments is seeking a Portfolio Manager to own and construct investment solutions across the Steadyhand and Harness wealth platforms, overseeing over $3.5 B in assets under management. The role includes full construction authority for the Founders and Builders funds, model portfolio alignment with the firm’s house view, and governance of third‑party sub‑advisor performance.
Purpose Unlimited is a Canadian financial services company that brings together investment expertise, independent advice, technology, and capital through an ecosystem of brands including Purpose Investments, Advisor Solutions, Steadyhand, Harness Investment Management, Foundation Wealth Partners, and Driven by Purpose. The company offers modern investment solutions, end-to-end platforms for independent financial advisors, personalized wealth advice, and flexible financing for Canadian small businesses. Purpose Unlimited's mission is to help Canadians build, grow, and protect their wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Purpose Unlimited.
Purpose Unlimited didn’t post a salary, so this is our estimate from similar listings.
6% below the average for this role