Wealthsimple · 2 hours ago
Senior Manager, Treasury & Capital Markets
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, Treasury Capital Markets, you will work as a strategic partner within the Treasury team, leading negotiations and building partnerships to support Treasury initiatives and product launches.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
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
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
Qualification
Required
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
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
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
Preferred
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
A passion for technology, specifically fintech
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
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
Canada NewsWire
2026-01-16
Calgary Herald
2026-01-08
Company data provided by crunchbase