Manager, Capital & Liquidity Management

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $125 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . 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 proactive management Drive review and assessment of key liquidity and capital assumptions to optimize financial resources while considering potential risks & vulnerabilities Act as subject matter expert for Treasury modeling, stress testing and scenario design Drive establishment of capital allocation framework and optimization strategies Identify asset liability management metrics to monitor and improve balance sheet efficiency and overall performance Monitor internal and external factors to keep within our balance sheet exposure appetite and perform periodic review and recalibration to assess thresholds/limits Have full understanding of capital structure, funds flow and support new initiatives and ad-hoc analysis including peer benchmarking Skills you'll bring: 5-7 years of broad Treasury/Finance experience with focus on balance sheet management and financial resource optimization A passion for technology, specifically fintech Prior experience in financial modeling, stress testing, planning & forecasting, drafting policies & frameworks Deep understanding of liquidity risk, capital adequacy and risk management Knowledge of capital structure and effective balance sheet management Understanding of regulatory requirements for a Canadian broker-dealer Effective communication skills that are tailored to different audiences Self-motivated, independent and collaborative individual that is solution and detail oriented Why Wealthsimple? 🌸 Top-tier health benefits and life insurance 📈 Long-term group savings with employer match, through Wealthsimple for Business 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year ✈️ 90 days away: work outside Canada for up to 90 days per year 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS 🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work. ICYMI Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building. Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs. AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.

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