PortfolioHiWay is a Canadian full-service investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). We are focused on bringing innovative investment solutions and institutional execution to high-net-worth individuals and their advisors. We leverage innovative technology to streamline processes to make investing simple and effective.
The Vice President, Wealth Advisory & Business Development will lead the firm's growth strategy by identifying, developing, and expanding relationships with high-net-worth investors, family offices, institutional investors, small portfolio managers, corporate and financial consultants/intermediaries, and other strategic partners. This executive will play a critical role in accelerating assets under administration, increasing market presence, and positioning PortfolioHiWay as a leading alternative to traditional wealth management and investment platforms.
The successful candidate would be expected to work collaboratively with various departments of the firm to lead all facets of the business development process. Key responsibilities include identifying potential clients, prospecting, developing marketing materials, client and prospect presentations, and hosting client events.
The successful candidate combines strong capital markets knowledge, an extensive professional network, and a proven ability to drive revenue growth in the wealth management, investment management, brokerage, or financial services sectors.
Client Relationship Management & Portfolio Management
- Build and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
- Develop and implement tailored financial plans and investment strategies for clients, ensuring alignment with their long-term objectives.
- Monitor and manage client investment portfolios, making adjustments as necessary to optimize performance and mitigate risk.
Business Development & Growth
- Develop and execute a comprehensive business development strategy aligned with corporate growth objectives.
- Identify and originate new opportunities with:
- Family offices
- High-net-worth and ultra-high-net-worth individuals
- Institutional investors
- Small portfolio managers
- Corporate and professional service intermediaries
- Build and maintain a strong pipeline of prospective clients and strategic relationships.
- Drive net new asset growth and revenue generation across the firm's investment solutions and platform offerings.
- Expand the firm's presence in key Canadian markets.
Strategic Relationship Management
- Serve as a senior ambassador for the PortfolioHiWay brand.
- Develop long-term relationships with key decision-makers and centers of influence.
- Create strategic partnerships that enhance distribution capabilities and market reach.
- Represent the firm at industry conferences, networking events, and investor forums.
Client Solutions & Market Positioning
- Collaborate with portfolio management, trading, operations, and client service teams to deliver tailored solutions.
- Present investment platform capabilities, separately managed account solutions, foreign exchange services, and market access offerings to prospective clients. [portfoliohiway.com]
- Communicate the firm's value proposition and competitive differentiation effectively.
Leadership & Collaboration
- Work closely with executive leadership to define growth priorities and market expansion initiatives.
- Provide market intelligence and competitive analysis to support strategic decision-making.
- Mentor and support junior business development professionals where applicable.
- Foster a culture of accountability, client-centricity, and high performance.
Compliance & Risk Management
- Ensure all business development activities comply with CIRO requirements, securities regulations, and internal policies.
- Maintain the highest standards of ethics, professionalism, and fiduciary responsibility.
- Support regulatory audits and compliance initiatives as required.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Minimum 10+ years of progressive business development experience & Investment Advisory within any of the following areas:
- Wealth management
- Investment management
- Capital markets
- Brokerage
- Financial services
- Licensing & Registration: Must hold relevant licenses and registration (e.g., IIROC licensing, PM Registration) as required by CIRO.
- Demonstrated success generating significant net new assets and revenue growth.
- Strong understanding of:
- Investment products and portfolio construction
- Capital markets
- Alternative investments
- Institutional and private client solutions
- Exceptional networking, prospecting, and relationship management skills.
- Strong presentation and negotiation capabilities.
- Ability to work effectively in a fast-paced entrepreneurial environment.
Preferred
- CFA, CIM, CFP, MBA, or equivalent industry designation.
- Existing network among Canadian family offices, institutional investors, and affluent client segments.
- Experience with digital wealth platforms, investment technology, or fintech-enabled solutions.
- Knowledge of CIRO regulatory requirements and the Canadian investment industry.
PortfolioHiWay is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, national origin, religion, gender, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
We sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.
