Wealthsimple

Senior Manager, Capital & Liquidity Management

Remote (Canada) · Senior

Sponsorship not specifiedDetected 35 days ago

Data AnalysisAccessibilityFinancial ModelingFinancial AnalysisForecastingBudgetingFP&ALoad TestingLeadershipCommunicationProblem Solving

About the role

As Wealthsimple grows, so does the complexity of managing its balance sheet.
Work closely with FP&A, product leaders, regulatory reporting teams, legal, and compliance as a trusted advisor on capital and liquidity decisions
The Finance team is where numbers become decisions.

Own capital and liquidity management across Wealthsimple's material legal entities - including board/management reporting, planning, forecasting, allocation, and optimization
Drive capital allocation strategy, including return and cost of capital analysis, asset risk assessment, stress testing, and funding strategy to support growth and scalability
Maintain and monitor internal and external capital requirement ratios, keeping positions within our risk appetite; lead periodic reviews and recalibrations of the capital risk limits framework
Enhance and maintain Wealthsimple's balance sheet & funding strategy, capital & liquidity policies and risk management framework
Act as a subject matter expert on Treasury modelling, stress testing, and scenario design - and provide thought leadership on how AI can strengthen these capabilities across the function
Support the Director in leading and developing the Treasury team as it scales

Experience working in a high-growth or scaling fintech environment
Exposure to multi-entity or multi-jurisdictional capital structures
Prior experience in a leadership capacity (leading a team)
Comfortable with ambiguity and able to make sound decisions without waiting for perfect information
Someone who takes real ownership - you don't hand things off and forget them
you follow through
Hand on experience driving AI adoption and implementation (financial modeling, data analytics and process/workflow improvement).
WHY WEALTHSIMPLE?

9+ years of capital and liquidity management and balance sheet experience at a financial institution or fintech (ideally a broker-dealer)
Deep knowledge of capital structure, asset liability management, asset risk assessments, and balance sheet optimization
Strong understanding of regulatory capital requirements for a broker-dealer, and general capital ratio concepts
Prior experience in capital and liquidity planning and forecasting, capital budgeting and allocation, and stress testing
Strong analytical and problem-solving skills with superior attention to detail
Strong communication skills and the ability to explain complex Treasury concepts clearly to non-Treasury audiences

🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year

We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability.
Within Finance, the Treasury team is responsible for managing Wealthsimple's capital and liquidity across a growing number of legal entities - working at the intersection of financial risk, regulatory requirements, and business strategy.
We're a small, high-trust team embedded in the business, and we hold ourselves to a high bar for both rigour and clarity.

This listing is sourced directly from Wealthsimple's careers page and normalized into a canonical job model.