Wealthsimple

General Counsel

• Evaluate business decisions and provide advice to senior business leaders on potential legal risk issues, taking into account both legal and business perspectives.
• Respond to disputes and third party investigations, with the exception of employment disputes.
• Handle complex business and legal issues in a fast-paced, agile and evolving technology-driven business environment.
• Provide substantive legal advice on disputes arising from all aspects of a payments and brokerage business, including with respect to: bills of exchange and payment rules, debt recovery, fraud, lending issues, negligence, third party demands, and the company’s obligations under federal and provincial legislation.
• Proactively identify and resolve emerging business risks that Wealthsimple may face across its product offering.
• Contribute actively to innovative ideas for quality and scalability within our rapidly growing business.
• Implement AI and other innovative technology to increase the quality and effectiveness of our risk management program.
• Assist or lead ad hoc projects and internal investigations as directed.
• Manage formal legal proceedings, including the cost and performance of external counsel.
• Provide support with respect to court summonses, court orders, regulatory inquiries, and court documentation or filings. Partner with all relevant units to ensure effective management and compliance.

Legal Counsel, Risk & Disputes

Procurement

• Develop and implement innovative, long-term procurement strategies and processes that align with company goals.
• Lead the continuous optimization of our procurement platform, Zip, collaborating with the provider to maximize system capabilities and integrate new features.
• Design and refine intake-to-procure and procure-to-pay workflows to support scaling business needs.
• Develop, implement, and maintain procurement policies and procedures, ensuring compliance across the organization.
• Establish and maintain strong, unified relationships with key suppliers, negotiating favorable contracts and terms.
• Implement and manage supplier performance metrics and evaluations to ensure adherence to quality, cost, and delivery standards.
• Develop and implement risk mitigation strategies and ensure compliance with relevant laws and regulations in all third-party relationships.
• Work closely with Security in third-party risk management.
• Build, manage, and develop a high-performing procurement team, setting clear goals and expectations for all members.
• Mentor and coach staff to improve their skills and performance, fostering a culture of continuous improvement and professional growth.
• Manage the procurement department's budget effectively, contributing to overall company budgeting processes.
• Serve as the primary point of contact for procurement, providing comprehensive training on Zip and best practices to cross-functional teams.
• Effectively communicate procurement strategies and performance to senior management and manage internal client relationships and expectations.
• Collaborate with other departments, including Finance, Legal, and Operations, to ensure alignment with business goals and to facilitate smooth procurement processes.

Senior Manager, Procurement

Product Designer

• Own and lead CXO design, contributing to conversations and direction of the product roadmap and strategy.
• Partner closely with engineering, data science, and product management to find refined but practical solutions to design challenges.
• Lead design for internal and client-facing AI-powered tools that empower our customer experience agents and improve client interactions.
• Create multiple concepts and prototypes, recognizing when meticulous attention to detail is needed and when low-fidelity sketches are adequate for visualizing ideas.
• Listen to users to develop the right product strategy and find solutions that delight our customers.
• Leverage data to inform your design solutions.
• Understand the strategic direction and vision for your working areas and ensure all UX efforts are aligned with that direction.
• Establish yourself as a subject matter expert in customer experience tooling and AI-powered solutions.
• Stay on top of industry trends and emerging technologies to integrate innovative solutions into our product design.

Staff Product Designer – Client Experience Operations

Manager

• Work as a strategic partner within the Treasury team and interact directly with banking partners, lenders, investors, fintechs, and capital markets counterparties to support Treasury initiatives and broader product launches.
• Provide advice and collaborate with leaders in product, operations, trading, finance, legal, regulatory & compliance to find creative solutions to complex problems.
• Adaptable, flexible, and thrive in a collaborative, innovative environment where two days rarely look the same.

Senior Manager, Credit Cards, Treasury & Capital Markets

Risk

• Serve as the execution arm for policies set by cross-functional brokerage stakeholders.
• Close client positions and/or apply appropriate account restrictions based on single stock and broad-based stress testing metrics to ensure that client exposures are within established stress guidelines, according to established policies and procedures.
• Close client positions at the direction of the Margin Supervision team, subject to ongoing market and credit risk considerations.
• Monitor expiration risk for options and ensure that in-house automated tools remediate option exposures. Serve as a critical backup to automated tools to ensure timely redundancy measures and/or trades are placed to prevent option assignment risk.
• Work with cross functional teams to remediate any post-expiration options assignment exposures.
• Monitor early assignment risk of options and remediate exposures according to established procedures.
• Execute liquidation of short positions resulting from option assignment.
• Monitor for and remediate uncovered option positions.
• Actively monitor client portfolios for option strategies outside their approved trading levels and close positions as required.
• Liaise with cross functional stakeholders to answer any technical client questions received, including but not limited to margin requirements for complex derivatives and associated actions taken on exposure remediation.
• Create and maintain comprehensive policies and procedures for the team, ensuring documentation remains current with evolving products, regulations, and internal processes.
• Establish, track, and ensure adherence to Service Level Agreements (SLAs) for risk remediation activities, providing regular reporting on performance metrics to senior leadership.
• Draft memos and presentations to senior stakeholders when required.

Team Lead, Derivatives Risk Remediation

Business Development Rep

• Follow-up with high-quality leads from the Growth Marketing team, prospect cold sales-sourced leads, and own the full sales process
• Build growth opportunities for the business through warm and cold outreach emails, calls, SMS and qualification
• Be the first touchpoint that articulates the Wealthsimple value proposition to potential prospects
• Work closely with Product and Marketing teams on “playtests” that require client interaction
• Work closely with Sales and Marketing on creative projects that help drive revenue and net deposit growth
• Achieve monthly quotas and daily KPI’s of outbound touches across email, calls, text
• Nurture and educate prospective clients through the sales cycle until they are qualified

Bilingual Business Development Representative, English/French

Operations

• Join the Operations team and execute daily securities lending processes with Manager, Securities Lending Operations, Trading Desk and other Operations Associates
• Assist in maintaining positioning by processing returns from counterparties and supporting the loan recall process
• Ensure timely loan and return settlement and resolve related issues
• Collaborate with traders, product managers, engineering and other operations teams to ensure effective and timely trade flow and settlement
• Communicate with counterparties via email or on calls to execute loans and recalls, and resolve discrepancies
• Identify and resolve discrepancies in transactions
• Perform daily and monthly reconciliation of records and assist with audit requests
• Support front-office operations related to corporate actions and daily market movement
• Support billing and month-end processes
• Represent Wealthsimple in interactions with external counterparties and cultivate industry relationships
• Support the development of operational procedures as Wealthsimple builds out its Options business
• Support the treasury team with cash movements, including billing
• Support the onboarding of new counterparties

Associate, Securities Lending Operations

Financial Planning and Analysis

• Engage clients in meaningful financial conversations; listen deeply and ask insightful questions to understand goals and motivations
• Encourage action through strategic financial advice and help clients take meaningful steps toward their goals
• Excite prospective and current clients with delightful, goal-based advice
• Drive asset consolidation at Wealthsimple through impactful financial planning
• Own performance metrics and ensure activity and consolidation targets are met
• Deliver personalized financial planning with rigorous follow-up via phone and video
• Embrace technology to improve the client experience and make planning more accessible and effective
• Translate deep discovery into clear, strategic investment, tax, and retirement strategies

Financial Planner

Administration

• Install, configure, upgrade, and patch Oracle E-Business Suite (R12.2) environments
• Perform EBS cloning and upgrade activities, ensuring data integrity and minimal downtime
• Implement and maintain environment backups, recovery procedures, and disaster recovery plans
• Manage concurrent managers, forms server, web server, and other EBS components
• Apply Oracle-recommended patches and security updates
• Manage user access, security profiles, and role-based access control (RBAC)
• Maintain comprehensive documentation of all EBS-related configurations and procedures
• Design, administer, maintain, monitor and conduct performance tuning efforts for Oracle E-business suite applications and database
• Ensure Oracle’s scalability and reliability through proactive analysis and thorough capacity planning
• Partner with stakeholders across different product domains, infrastructure, and leadership, driving data related technical problems at scale
• Implement and maintain security policies and procedures to protect EBS data
• Monitor EBS security logs and identify potential security threats
• Apply security patches and updates
• Ensure compliance with relevant security standards and regulations (e.g., SOX)
• Create and maintain detailed technical documentation, including technical specifications, code documentation, and progress reports
• Participate in a 24/7 on-call rotation to provide support for critical production issues

Senior Oracle EBS Administrator

Program Manager

• Support payments compliance enablement, infrastructure, and transformation initiatives
• Embedding within Payments and risk teams to understand vision, roadmaps, and progress
• Support technical implementations and integrations
• Working with product, design, engineering, and regulatory teams to:
• - Understand regulatory requirements and infrastructure or data gaps for new interfaces, products, and services
• - Ensure coverage as we build and improve on products and features
• - Prioritize and plan for improvements and remediation where opportunities exist

Program Manager, Payments Compliance Transformation

Director

• Develop, execute, and manage Wealthsimple's Corporate and Brokerage capital structure strategy, with a focus on debt structure optimization
• Lead banking, lender, investor, and capital markets counterparty negotiations to support both Treasury initiatives and new product launches via structuring capital markets products and transactions, including financing
• 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
• Propose hedging strategies and work with the Controllers team to ensure proper accounting treatment
• Bring innovative solutions to all aspects of the role and Treasury & Capital Markets team, to enable Wealthsimple products to be best in-class to address our client’s needs
• Maintain and enhance Wealthsimple’s Investment Policy and corporate investment strategy
• Build best-in-class capital markets capabilities to enable product offering that will delight Wealtsimple’s clients

Director, Capital Markets - Treasury

• Own the monthly close process and support financial & regulatory reporting
• Act as subject matter expert on complex accounting issues and provide solutions as appropriate
• Serve as the go-to person for financial reporting and monthly close presentations, including preparing variance analyses and commentary on financial results
• Perform complex analysis and articulate the financial & regulatory implications
• Identify and implement process improvements and automation within the accounting function to enhance efficiency and accuracy
• Support new initiatives and new product launches
• Manage relationships with various internal and external stakeholders and be the first touchpoint for issues and resolutions
• Participate in year-end audits and other audits, preparing supporting workpapers and promptly addressing questions
• Assist with ad hoc projects and other duties as assigned

Senior Accountant

• Drive innovation and efficiency - Build and optimize our risk management processes as we launch exciting new products that help more people grow their wealth.
• Create data-driven solutions - Develop analytical frameworks that evaluate how our processes are performing and identify opportunities to make them even better.
• Monitor account risk daily - Keep a close eye on non-margin accounts holding securities and options, ensuring we follow our established policies to protect our clients.
• Take swift action when needed - Implement remedial measures for accounts in debit or high-risk situations, following our proven procedures to maintain account health.
• Turn insights into impact - Work with teams across Wealthsimple to transform data into clear recommendations, spot improvement opportunities, and enhance our systems and policies.
• Grow our team - Support and mentor junior colleagues while helping build the collaborative, growth-focused culture that makes Wealthsimple special.