Manager, Capital & Liquidity Management

BUILD SOMETHING PEOPLE LOVE

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.

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About the role:

As a Manager, Capital & Liquidity Management, you will report to the Director, Capital & Liquidity Management and work as a strategic partner within the Treasury team and interact directly with the broader Finance functions (FP&A and Accounting), Product, Operations, Data Science and key functional leaders within Wealthsimple to support effective and efficient capital & liquidity management. 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 difficult problems. You are adaptable, flexible, and thrive in a collaborative, innovative environment where two days rarely look the same.

In this role, you will have the opportunity to:

- Lead the capital and liquidity planning effort to ensure optimal positions for each material legal entity through close collaboration with data science, FP&A, product leaders and regulatory reporting teams

- Lead the contingent funding plan design, implementation and testing

- Be responsible for Wealthsimple’s capital and liquidity policies and frameworks

- Support planning, forecasting, effective allocation and optimization.

- Responsible for Wealthsimple’s overall Treasury risk management including capital & liquidity risk identification, risk assessment, monitoring and reporting and proact...