Manager, Harness Portfolio Managers

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 Unlimited’s 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 Canada’s Top 2023 Small and Medium Employers, Advisor Solutions by Purpose’s 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

Harness 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

The Manager, Harness Portfolio Managers is a hands‑on leadership role responsible for elevating the performance, alignment, and client‑centric 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 field‑level 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.

• 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 presence—
  not managing from a distance
  , but walking alongside portfolio managers in the field, in client conversations, and through challenges

• Champions a client‑first, client‑obsessed 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 experience—no 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 one‑on‑ones
  • Targeted development plans tailored to each portfolio manager’s strengths and gaps
  • Real‑time coaching on client strategy, practice management, and communication
• Builds confidence and capability so portfolio managers perform at their best—even under pressure

• Instills a mindset of constant improvement
  , where “good enough” is never the finish line
• Identifies inefficiencies, outdated processes, and friction points—and 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

• Sets clear, achievable performance expectations aligned to both business goals and portfolio manager capacity
• Turns strategy into…