BUILD SOMETHING PEOPLE LOVE Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost.
Requirements
experience with focus on balance sheet management and financial resource optimization - A passion for technology, specifically fintech - Prior
experience in financial modeling, stress testing, planning & forecasting, drafting policies & frameworks - Deep understanding of liquidity risk, capital adequacy and risk management - Knowledge of capital structure and effective balance sheet management - Understanding of regulatory
That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses.
Benefits
We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets.
benefits and life insurance 📈 Long-term group savings with employer match, through Wealthsimple for Business 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year ✈️ 90 days away: work outside Canada for up to 90 days per year 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS 🌎 We are a hybrid team with over 1,500 employees across North America.
Contact
Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.
Additional details
We move fast, we own our work, and we care deeply about the people using our products.
We're proud of what we've built — and we're just getting started.
About the role: As a Manager, Capital & Liquidity Management, you will report to the Director, Capital & Liquidity Management and work as a strategic partner within the Treasury team and interact directly with the broader Finance functions (FP&A and Accounting), Product, Operations, Data Science and key functional leaders within Wealthsimple to support effective and efficient capital & liquidity management.
As a trusted advisor, you will provide advice and collaborate with leaders in product, operations, trading, finance, legal, regulatory & compliance to find creative solutions to difficult problems.
You are adaptable, flexible, and thrive in a collaborative, innovative environment where two days rarely look the same.
In this role, you will have the opportunity to: - Lead the capital and liquidity planning effort to ensure optimal positions for each material legal entity through close collaboration with data science, FP&A, product leaders and regulatory reporting teams - Lead the contingent funding plan design, implementation and testing - Be responsible for Wealthsimple’s capital and liquidity policies and frameworks - Support planning, forecasting, effective allocation and optimization.
- Responsible for Wealthsimple’s overall Treasury risk management including capital & liquidity risk identification, risk assessment, monitoring and reporting and proactive management - Drive review and assessment of key liquidity and capital assumptions to optimize financial resources while considering potential risks & vulnerabilities - Act as subject matter expert for Treasury modeling, stress testing and scenario design - Drive establishment of capital allocation framework and optimization strategies -
requirements for a Canadian broker-dealer - Effective communication skills that are tailored to different audiences - Self-motivated, independent and collaborative individual that is solution and detail oriented WHY WEALTHSIMPLE? 🌸 Top-tier health
The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
ICYMI Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully.