Senior Manager, Capital Markets

Toronto, Ontario /
Business Teams – Finance /
Permanent Full Time
/ Remote
Wealthsimple is on a mission to help everyone achieve financial freedom, no matter who they are or how much they have. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost.

Our team is reimagining what it means to manage your money. Smart, high-performing team members will challenge you to learn and grow every day. We value great work and great ideas — not ego. We're looking for talented people who love a fast-paced environment, and want to ship often and make an impact with groundbreaking ideas.
 
We’re a remote-first team and output is more important than facetime, so where you choose to work is up to you — as long as you have internet access, you can work from anywhere in Canada. Be a part of our Canadian success story and help shape the financial future of millions — join us!
 
Read our Culture Manual and learn more about how we work.

As a Senior Manager, Capital Markets, you will work as a strategic partner within the Treasury team and interact directly with banking, lenders, investors and 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:

    • Lead banking, lenders, investors and capital markets counterparties negotiations and credit review to support both Treasury initiatives and new product launches
    • Foster and deepen banking partners relationships and identify new partnership opportunities
    • Oversee Wealthsimple’s Treasury investment portfolio to propose investment plan, execute strategy, monitor portfolio performance and perform appropriate rebalancing
    • Identify and manage Wealthsimple’s corporate foreign currency exposure
    • Propose hedging strategies and work with the controller team to ensure proper accounting treatment
    • Maintain and enhance Investment Policy and Foreign Currency Risk Management Policy
    • Responsible for the counterparty credit risk management and collaborate with key stakeholders to execute on the framework
    • Perform initial and ongoing counterparty credit risk assessments; and seek ongoing enhancement opportunities based on industry best practice
    • Build best-in-class capital markets capabilities to enable product offering that delight Wealthsimple’s clients

We're looking for someone who brings:

    • Deep Treasury and Capital Markets experience with direct external counterparties negotiation and engagement
    • A passion for technology, specifically fintech
    • Knowledge of capital markets funding and financing transactions; and track record of successfully executing new facility from front to back
    • Deep understanding of Treasury investment portfolio management, foreign currency risk management and counterparty credit risk assessment
    • Prior experience in reviewing and negotiating ISDA, lending agreements and credit facilities
    • Strong communication skills and ability to explain complex concepts effectively to non-Treasury audience
    • Excellent interpersonal skills and willingness to work in collaboration with various team members
    • Strong analytical and problem-solving skills with superior attention to detail
We have offices in New York and Toronto but we are a remote-first workplace.

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. Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.