Portfolio+ is a leading Canadian financial technology company that provides innovative wealth management and investment software solutions to banks, credit unions, and financial institutions across the country. With more than 30 years of industry experience, Portfolio+ offers a robust suite of portfolio management systems that support registered and non-registered investments, GICs, mutual funds, and equity products.

Headquartered in Ontario, Portfolio+ delivers scalable, cloud-based platforms designed to enhance operational efficiency, meet regulatory compliance, and improve the client experience. The company is recognized for its secure, reliable, and future-ready technology, trusted by financial institutions to manage billions in assets.

Portfolio+ fosters a collaborative and inclusive workplace culture, with a strong focus on innovation, professional growth, and delivering high-impact solutions to the evolving financial services sector.

Key Responsibilities
Technology Leadership and Vision

• Define, communicate, and continually evolve the company's technology vision in alignment with business goals and customer needs.
• Serve as a strategic advisor to the CEO and executive team on technology investments, innovation opportunities, and emerging trends.
• Ensure all technology decisions support scalability, security, and long-term sustainability.

Product Strategy and Leadership

• Act as the executive owner of the product portfolio, guiding long-term vision and short-term priorities.
• Partner with cross-functional leaders to repackage, reposition, or consolidate product offerings for maximum customer value.
• Ensure that the product roadmap reflects both market demands and internal strategic goals.

Security Oversight

• Champion a security-first mindset across teams, even without being a deep technical security expert.
• Implement and maintain modern security protocols, compliance practices, and risk management standards.

Customer Engagement & Advocacy

• Be the face of technology for key customers and partners; communicate technical solutions in clear, business-aligned terms.
• Translate customer feedback into technical improvements or product innovation.
• Represent the company's tech vision externally at events, panels, or industry forums as needed.

Team Leadership & Culture Building

• Lead, coach, and inspire a high-performing team of engineering and product leaders.
• Develop succession plans and grow internal talent to scale with the company.

Organizational Scalability & Internal Optimization

• Identify inefficiencies across systems, tools, and workflows; propose and implement improvements.
• Create clear KPIs, dashboards, and feedback loops to measure technology performance and accountability.

Innovation & Future-Readiness

• Maintain a pulse on emerging technologies and how they can be practically applied to strengthen our offerings.
• Lead or sponsor internal innovation initiatives that keep the company on the cutting edge.

Cloud Infrastructure and DevOps Leadership

• Oversee and optimize all aspects of cloud infrastructure, ensuring performance, reliability, and cost efficiency.
• Build and scale a DevOps culture focused on automation, rapid deployment, and continuous integration/continuous delivery (CI/CD).

Ideal Candidate Profile
The ideal candidate is a visionary and hands-on product and technology leader to drive the strategy, development, and delivery of innovative, user-centric software solutions. They bring deep expertise in modern software development, SaaS, and customer-focused design, with a proven ability to translate complex business challenges into scalable product strategies.

This candidate will lead cross-functional teams through the full product lifecycle, prioritizing roadmaps, refining product packaging, and aligning engineering, product, and design around a shared vision. You thrive in fast-paced, agile environments, balancing smart investments in tools and talent with a relentless focus on delivering value to customers.

You're a strategic thinker, strong communicator, and inspiring leader who's excited to shape the future of digital products in a high-growth, Canadian-built company.

Requirements

• 7+ years of progressive leadership experience in technology roles, with a proven track record in both product and infrastructure oversight.
• Master's degree in Computer Science, Engineering, or a related technical discipline.
• Prior work in a fintech, SaaS, or regulated industry (e.g., banking).
• Demonstrated success in scaling cloud infrastructure and DevOps practices in a high-growth or enterprise environment.
• Background in software development, with strong foundational understanding of architecture, deployment, and lifecycle management.
• Experience with enterprise transformation, leading technology modernization or product platform shifts under complex conditions.
• Experience engaging directly with customers, partners, and executive stakeholders in a hands-on, solution-oriented way.
• Exceptional verbal and written communication skills, with the ability to translate complex technical concepts into clear, business-oriented language.
• Inspirational team leader with experience managing multidisciplinary teams across engineering, product, and infrastructure.
• Demonstrated experience with cloud technologies (e.g., AWS, Azure, GCP) and the ability to strategically leverage cloud infrastructure for internal operations and customer-facing platforms.
• Deep understanding of API architecture and productization, and how APIs enable ecosystem growth and scalability.
• Extensive industry knowledge with a strong grasp of current and future trends in fintech, banking, and technology.
• Knowledge of and enthusiasm for the Open Banking movement in Canada, with a clear understanding of how to align technology strategy to support regulatory and market-driven changes.
• Proven ability to evaluate, implement, and drive innovation through emerging technologies, particularly in AI, data analytics, and intelligent automation.
• Experience cultivating stakeholder relationships, building trust, and extending business networks across the software and financial ecosystems.

How to Apply
If you are interested in pursuing this exciting opportunity, please apply below. For more information or to ask any questions, please contact Brooke Ireland [email protected] or Jamie Grant at [email protected].

Diversity and Accessibility Statement

Portfolio + is committed to being an organization where diversity and different perspectives are valued. They strive to be an organization that is inclusive, supportive, and reflective of the communities and organizations they serve and encourage applications from candidates who identify as part of a traditionally marginalized community.

KBRS will provide support in its recruitment processes to applicants with disabilities, including accommodation that considers an applicant's accessibility needs. If you require accommodation to participate as a candidate in the recruitment process, please contact [email protected] or communicate your needs to our team.