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Senior Portfolio Manager
Opal Corporate Connections
Source: Himalayas · original listing ↗
Source date: 11/9/2026
About this role
This is a remote position. We are proud to partner with a great wealth management firm to recruit asales-driven, highly independent Portfolio Managerto 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. Originally posted on Himalayas