Wealthsimple

Wealthsimple

Director, Partnerships - Retail Equity Capital

Remote (Canada) · Director

Sponsorship not specifiedDetected 26 days ago
AccessibilityFinancial ModelingM&ALeadershipCommunicationProblem Solving

About the role

  • 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.
  • We're proud of what we've built - and we're just getting started.

Responsibilities

  • Define and own Wealthsimple's retail investment access strategy, identifying how we expand the range of opportunities available to our clients across public and private markets
  • Build and grow relationships across the investment ecosystem, including investment banks, syndicate desks, issuers, and private market platforms, positioning Wealthsimple as a trusted and differentiated distribution partner
  • Lead end-to-end execution of IPO and other client opportunities to invest in, coordinating across legal, engineering, marketing, and operations to bring offerings to market successfully and compliantly
  • Partner with product and engineering to shape the roadmap and infrastructure needed to scale Wealthsimple's investment access capabilities over time
  • Build repeatable frameworks and operational processes that allow the function to scale as deal volume and product complexity grow
  • Develop compelling strategic narratives and business cases that align senior leadership on participation decisions and longer-term market opportunities
  • you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
  • Your mandate is to expand the investment opportunities available to Wealthsimple clients while establishing Wealthsimple as a meaningful distribution partner for issuers looking to reach retail investors at scale.
  • You will originate and develop relationships across the ecosystem, from investment banks and syndicate desks to emerging market platforms.
  • While senior leadership remains engaged at the highest levels, you will own the full lifecycle of each opportunity from origination and relationship development through execution and client delivery.

Requirements

  • If you have questions about how your data is used, reach out to us.

Compensation

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

Benefits

  • 10+ years of experience in equity capital markets, private markets, or related field with direct exposure to equity offerings and capital markets transactions

Company info

  • The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
  • Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.
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This listing is sourced directly from Wealthsimple's careers page and normalized into a canonical job model.