Senior Manager, Capital Markets – Treasury
Wealthsimple
full-time
Posted on:
Location Type: Remote
Location: Canada
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Salary
💰 CA$152,000 - CA$190,000 per year
Job Level
About the role
- 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
Requirements
- 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
Benefits
- Top-tier health benefits and life insurance
- Long-term group savings with employer match using our Wealthsimple for Business platform
- 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
- 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
- A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Treasury managementCapital marketsInvestment portfolio managementForeign currency exposure managementInterest rate risk managementEquity market risk managementHedging strategiesLiquidity regulationsISDA negotiationProduct launch
Soft Skills
Relationship buildingNegotiationCommunicationAnalytical skillsAttention to detailEntrepreneurial mindsetTrust buildingProblem solvingCross-functional collaborationAdaptability