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Senior Portfolio Manager

OPAL Corporate Connections

Role overview

Qualifications

  • CFA or CIM designation or equivalent professional certification
  • Minimum 8 years of portfolio management experience
  • Experience with high-net-worth clients and complex financial situations
  • Strong analytical and communication skills

Responsibilities

  • Develop and implement comprehensive investment strategies for high-net-worth clients
  • Conduct sophisticated portfolio analysis and risk management
  • Build and maintain relationships with institutional investment partners
  • Collaborate with clients' other advisors (legal, tax, banking)

Key facts

Hard skills

Portfolio Management Risk Management Customer Relationship Management Financial Analysis Alternative Investments Business Development

Other skills

  • Analytical Skills
  • Communication
  • Mentorship

About the company

OPAL Corporate Connections logo

OPAL Corporate Connections

Staffing & Recruiting

We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada. Nous avons plus de 20 ans d'expérience en recrutement bilingue, du niveau d'entrée aux recherches de cadres à travers le Canada.

Company details

IndustryStaffing & Recruiting
Company size2 - 10

Links

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Job description

This is a remote position.

We are proud to partner with a great wealth management firm to recruit a sales-driven, highly independent Portfolio Manager to join their team. This senior role offers the opportunity to work with high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization, we invite you to explore this opportunity.

Key Responsibilities

  • Develop and implement comprehensive investment strategies for high-net-worth clients
  • Conduct sophisticated portfolio analysis and risk management
  • Build and maintain relationships with institutional investment partners
  • Collaborate with clients' other advisors (legal, tax, banking)
  • Mentor junior team members and contribute to firm growth
  • Stay current with market trends and regulatory changes


Requirements

  • CFA or CIM designation or equivalent professional certification
  • Minimum 8 years of portfolio management experience
  • Experience with high-net-worth clients and complex financial situations
  • Strong analytical and communication skills
  • Knowledge of Canadian and international investment markets
  • Experience with alternative investments and institutional strategies


Benefits

- 100% remote, with a downtown Toronto office available if you prefer to work on-site.
- Benefits start on day one.
- Compensation is flexible: you can choose a higher-percentage, 100% commission structure or a base salary plus a smaller commission.
- Tons of room for growth.



Salary: Flexible - Commission or Base + Commission

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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