Senior Manager, Credit Cards, Treasury & Capital Markets
Wealthsimple
Accounting & Finance
Remote
Posted on Oct 9, 2025
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $80 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
As a Senior Manager, Treasury & Capital Markets, you will work as a strategic partner within the Treasury team and interact directly with banking partners, lenders, investors, fintechs, capital markets counterparties, and key functional leaders within Wealthsimple to support Treasury initiatives and broader product launches. 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 complex 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:
- Apply a growth mindset, experiment with new ideas, explore new approaches to challenge the status quo to continuously improve
- Work in a fast-paced organization and growing Treasury team to build best-in-class capital markets capabilities and enable a product offering that delights Wealthsimple clients
- Lead and manage the credit card financing as a primary stakeholder to scale Wealthsimple’s credit card program
- Spearhead and execute capital markets and financing initiatives from inception as a deeply integral partner to Wealthsimple product launches
- Drive negotiations with banking partners, lenders, fintechs, and capital markets counterparties in order to stand up new capital markets and financing capabilities.
- Collaborate closely with Capital and Liquidity Management and Cash and Collateral Management functions to create and optimize funding plan and operationalize financing capabilities
- Foster and deepen banking partner, lending, counterparty relationships and identify new and innovative partnership opportunities
- Oversee Wealthsimple's Treasury investment portfolio to propose and execute on investment and risk management strategies, including managing corporate foreign currency exposure and interest rate exposure
- Propose hedging strategies and work with the controller team to ensure proper accounting treatment
- Manage and enhance Investment and Foreign Currency Risk Management policies
- Build and enhance automated workflows and generate complex Treasury analyses using AI models
We're looking for someone who has:
- A passion for Wealthsimple, fintechs, technology, and AI
- An ability to thrive in a fast-paced and highly ambiguous settings, building products and processes from the ground up with limited guidance
- Proven creative problem solver, who is resourceful in overcoming obstacles and can push the boundaries of conventional thinking
- Exceptional communication and relationship management skills
- Strong critical thinking skills with superior attention to detail
- 8+ years of Treasury and Capital Markets experience with direct external counterparties negotiation and engagement.
- Robust asset-backed financing and securitization knowledge and experience, track record of successfully executing new facilities from front to back (e.g. corporate debt facilities, warehouse facilities, ABS/securitization)
- Prior experience in negotiating capital markets financing transactions: ISDA, securities lending/repo agreements
- Deep experience standing up a financial product or program, leading a large scale project from start to finish
- Comprehensive understanding of foreign currency and interest rate risk management, Treasury investment portfolio management
- Ability to distill complex concepts a non-Treasury audience and collaborate effectively with diverse teams
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
