Job Description
Note: The job is a remote job and is open to candidates in USA. Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. As a Manager, Treasury Capital Markets, you will work as a strategic partner within the Treasury team and interact directly with banking partners and other key stakeholders to support Treasury initiatives and product launches.
- Responsibilities
- 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
- Skills
- 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
- 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)
- Company Overview
- Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money. It was founded in 2014, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.wealthsimple.com.
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