Senior Manager, Capital & Liquidity Management

🕒 4 days ago

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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

• 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 • Work closely with FP&A, product leaders, regulatory reporting teams, legal, and compliance as a trusted advisor on capital and liquidity decisions • Support the Director in leading and developing the Treasury team as it scales

🎯 Requirements

• 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

🏖️ 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