Director, Partnerships – Retail Equity Capital

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💳 Fintech

🏦 Banking

💸 Finance

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Fintech • Banking • Finance

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• 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 • Serve as Wealthsimple's primary external voice to issuers and capital markets counterparties, articulating the strategic value of retail distribution and securing access to high-demand offerings • 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

🎯 Requirements

• 10+ years of experience in equity capital markets, private markets, or related field with direct exposure to equity offerings and capital markets transactions • A strong ownership mindset with the ability to operate autonomously in a fast-paced, ambiguous environment • Proven ability to manage complex, cross-functional initiatives across legal, product, engineering, and go-to-market teams • Executive-level communication and relationship-building skills, with the ability to represent Wealthsimple credibly to issuers, banks, and senior counterparties • Strong commercial and analytical acumen, including comfort with financial modeling and data-driven decision-making • A well-developed network across investment banks, capital markets participants, and financial services in Canada, the US, and internationally • Excellent strategic judgment, creative problem-solving, and the ability to move quickly without sacrificing quality • Demonstrated ability to build and scale operational processes from the ground up

🏖️ Benefits

• 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