Portfolio Strategy Lead - AI-Driven Modernization

TEKsystems; Toronto; Hybrid; CAD 138,000 - 165,000; Full time

Job summary

TEKsystems is seeking a Senior Portfolio Management Specialist for Wealth Management Technology Canada (WMTC) in Toronto, ON. You will lead portfolio management capabilities, partner with stakeholders, and guide AI-enabled delivery to modernize platforms.

The role requires deep domain expertise, experience with large-scale transformations, and strong requirements gathering to shape end-to-end investment workflows. Hybrid work in Toronto.

Qualifications

• 7+ years in Portfolio/Investment or Wealth tech environments.
• Deep understanding of portfolio management lifecycle and data flows.
• Experience leading large-scale platform transformations.
• Strong requirements gathering and documentation skills.
• Product ownership or product strategy experience.

Responsibilities

• Define future-state portfolio management capabilities and workflows.
• Partner with stakeholders to set product vision and priorities.
• Gather, document, and validate business and technical requirements.
• Translate business needs into detailed specifications.
• Collaborate with AI-assisted delivery teams.
• Present recommendations to leadership and drive alignment.

Skills

Portfolio management

Investment management

Wealth mgmt tech

Product ownership

Business analysis

Stakeholder management

Java

Spring Boot

APIs

Kafka

Education

CFA designation or equivalent investment credentials

Tools

Java

Spring Boot

APIs

Kafka

Job description

TEKsystems is seeking a Senior Portfolio Management Specialist for Wealth Management Technology Canada (WMTC) in Toronto, ON. You will lead portfolio management capabilities, partner with stakeholders, and guide AI-enabled delivery to modernize platforms.

The role requires deep domain expertise, experience with large-scale transformations, and strong requirements gathering to shape end-to-end investment workflows. Hybrid work in Toronto.