Wealthsimple · 1 month ago
Senior Manager, Treasury & Capital Markets (Structured Credit, Asset Backed Financing)
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expWealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. As a Senior Manager in Treasury & Capital Markets, you will serve as a strategic partner within the Treasury team, collaborating with various stakeholders to support Treasury initiatives and lead asset backed financing projects.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
Lead and manage credit card financing as a primary stakeholder to scale Wealthsimple’s credit card program
Spearhead and execute capital markets, credit cards, and other asset backed financing initiatives from inception as a deeply integral partner to Wealthsimple product launches
Drive negotiations with banking partners, lenders, fintechs, and capital markets counterparties in order to expand and stand up new asset backed financing capabilities
Apply a growth mindset, experiment with new ideas, explore new approaches to challenge the status quo to continuously improve
Work in a fast-paced organization and growing Treasury team to build best-in-class capital markets capabilities and enable a product offering that delights Wealthsimple clients
Collaborate closely with Capital and Liquidity Management and Cash and Collateral Management functions to create and optimize credit card funding plan and operationalize financing capabilities
Foster and deepen banking partner, lending, counterparty, vendor relationships and identify new and innovative partnership opportunities
Oversee Wealthsimple's Treasury investment portfolio to propose and execute on investment and risk management strategies, including managing corporate foreign currency exposure and interest rate exposure
Propose hedging strategies and work with the controller team to ensure proper accounting treatment
Manage and enhance Investment and Foreign Currency Risk Management policies
Build and enhance automated workflows and generate complex Treasury analyses using AI models
Qualification
Required
Strong asset backed securitization experience from a financing perspective and experience managing a securitization program, credit card specific knowledge is a strong asset
Track record of successfully executing new asset backed financing transaction from front to back
Deep experience standing up a financial product or program, leading a large scale project from start to finish, experience standing up new credit card products a strong asset
Exceptional communication and relationship management skills
8+ years of Treasury and Capital Markets experience with direct external counterparties negotiation and engagement
Prior experience in negotiating capital markets agreements (ISDA, repo agreements) and transactions (FX and interest rate hedging)
Comprehensive understanding of foreign currency and interest rate risk management, Treasury investment portfolio management
Ability to distill complex concepts a non-Treasury audience and collaborate effectively with diverse teams
Strong critical thinking skills with superior attention to detail
A passion for Wealthsimple, fintechs, technology, and AI
An ability to thrive in a fast-paced and highly ambiguous settings, building products and processes from the ground up with limited guidance
Proven creative problem solver, who is resourceful in overcoming obstacles and can push the boundaries of conventional thinking
Benefits
Competitive salary with top-tier health benefits and life insurance
Retirement savings matching plan using Wealthsimple for Business
20 vacation days per year and unlimited sick and mental health days
Up to $1,500 per year towards wellness and professional development budgets respectively
90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
Company-wide wellness days off scheduled throughout the year
Company
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44BKey Investors
TCVAllianz XPower Financial Corporation
2025-10-27Series E· $393.04M
2025-10-27Secondary Market· $142.93M
2021-05-03Series B· $610.77M
Leadership Team
Michael Katchen
Co-founder & CEO
Radhika Kakkar
COO
Recent News
Calgary Herald
2026-01-08
Globe and Mail
2025-12-25
Company data provided by crunchbase