Lead negotiations and build strategic partnerships within the Treasury team to enhance Wealthsimple’s product capabilities and support innovative financial solutions.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
As a 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.
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.
Manage 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, including trade execution.
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 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.
7+ 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.
🌸 Top-tier health 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. 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.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
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. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
Health Insurance
Top-tier health benefits and life insurance
Long-term group savings plan
Long-term group savings with employer match, through Wealthsimple for Business
Hybrid working environment
We are a hybrid team with over 1,500 employees across North America.
Wealthsimple builds smart investing products and personalized financial advice that aim to help everyone achieve long-term wealth and financial freedom. Catering primarily to everyday investors, Wealthsimple transforms confusing and costly financial services into transparent, low-cost options, making finance accessible to over 3 million users across Canada.
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