Vacancy Status: This is for a current opening.

The role

Purpose Investments is looking for a Portfolio Manager to own every investment solution on the Steadyhand and Harness wealth platforms - over $3.5B in AUM and growing - with full construction authority over the Founders and Builders funds.

T H E H U M A N - A I P A R T N E R S H I P

AI handles the aggregation - pulling model and fund performance data, drafting first-pass commentary, flagging mandate drift across sub-advisors. You handle the judgment - the construction call, the public defense of that call, and the platform-wide accountability advisers and clients rely on.

W H A T Y O U ' L L D O
• Own platform-wide PM accountability across every Steadyhand and Harness solution
• Lead full construction and management of the Founders and Builders funds
• Keep model portfolios aligned to Purpose's house view and each client outcome
• Govern third-party sub-advisor performance and mandate adherence

W H A T Y O U M U S T B R I N G
• Hands-on multi-asset model portfolio construction experience (fund-of-funds or SMA)
• An investment background strong enough to make portfolio decisions, not just interpret them
• Excellent communication skills - adviser conversations, public speaking, written commentary
• Comfort as a single point of accountability, working closely with peers on adjacent parts of the Platform

W H Y P U R P O S E

This is platform-wide construction authority most PM roles never offer - real ownership of Founders and Builders plus the mandate to shape every model on the shelf. You'll build the AI-assisted monitoring muscle now, ahead of where the rest of the industry is headed, with full backing to be the public, credible voice behind the numbers.

R E A D Y ?

Platform-wide PM roles like this - real construction authority plus full platform accountability - don't open often at Purpose, and won't stay open long once the right person is in the room. If you're strong across the core of this role but still building on one or two of the differentiators, we want to hear from you anyway.

Tell us about a time you had to defend a portfolio decision to someone who disagreed with it - what did you say, and did you change your mind?

If that question got you thinking rather than worried, we'd like to talk.