Senior Manager, Treasury & Capital Markets
Wealthsimple
In this role, you will have the opportunity to:
- Lead strategic negotiations with banks, fintechs, and capital markets counterparties to support both Treasury initiatives and Wealthsimple's product ecosystem
- Build and scale strategic partnerships with banks, fintechs, and capital markets players to unlock new product capabilities and accelerate growth
- Oversee Wealtsimple’s Treasury investment portfolio to propose investment plan, execute strategy, monitor and optimize portfolio performance on an on-going basis
- Identify and manage Wealthsimple’s corporate foreign currency, interest rate, and equity exposure
- Propose and implement hedging strategies and work with the controller team to ensure proper accounting treatment
- Maintain and enhance Investment Policy and Market Risk Management Policy
- Drive negotiations with banks, fintechs, and other financial partners in order to expand and stand up new relationships to engage in partnerships to support Wealthsimple products
- Responsible for deposit capacity management and seek ongoing opportunities beyond the industry status quo
- Leverage your professional network to create strategic alliances that give Wealthsimple a competitive edge
- Partner cross-functionally with internal stakeholders like Product, Engineering, Regulatory and Legal teams to enable seamless product launches
- Build best-in-class capital markets capabilities to enable product offering that delight Wealtsimple’s clients
We’re looking for someone who has:
- 8+ years of Treasury and Capital Markets experience with direct external counterparties negotiation and engagement
- Exceptional relationship-building and management skills—you know how to open doors, build trust, and turn conversations into partnerships
- Demonstrated success launching new products and/or capabilities from scratch in fast-paced settings, especially with an external partner
- Prior experience in Canada and US liquidity regulations (LAR, LCR and internal liquidity stress testing), bank’s FTP, and negotiating ISDA’s would be a strong asset
- Strong knowledge of capital markets products and transactions with the ability to structure creative solutions for complex problems
- Deep understanding of Treasury investment portfolio management, foreign currency, interest rate, equity market risk management
- A passion for technology, specifically fintech
- Outstanding communication skills—you can translate complex Treasury/financial concepts into clear narratives for a non-Treasury audience
- Entrepreneurial mindset with comfort operating in ambiguity and building as you go
- Strong analytical skills, attention to detail, and bias for action
