Director, Capital Markets - Treasury

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September 3

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Wealthsimple

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Finance • Fintech • Investing

Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• Develop, execute, and manage Wealthsimple's Corporate and Brokerage capital structure strategy, with a focus on debt structure optimization • Lead banking, lender, investor, and capital markets counterparty negotiations to support both Treasury initiatives and new product launches via structuring capital markets products and transactions, including financing • Foster and deepen banking partners relationships and identify new partnership opportunities • Oversee Wealthsimple’s Treasury investment portfolio to propose investment plan, execute strategy, monitor portfolio performance and perform appropriate rebalancing • Propose hedging strategies and work with the Controllers team to ensure proper accounting treatment • Bring innovative solutions to all aspects of the role and Treasury & Capital Markets team, to enable Wealthsimple products to be best in-class to address our client’s needs • Maintain and enhance Wealthsimple’s Investment Policy and corporate investment strategy • Build best-in-class capital markets capabilities to enable product offering that will delight Wealtsimple’s clients

🎯 Requirements

• A passion for Wealthsimple, fintechs, technology, and AI • An ability to thrive in a fast-paced and highly ambiguous settings, building products and processes from the ground up with limited guidance • 10+ years of experience in Treasury, Capital Markets, and Corporate Finance - Debt Capital Markets, Leveraged Finance or Investment Banking experience is a strong asset • A demonstrated ability to manage external strategic relationships with banks, lenders, investors, and capital markets counterparties, including leading complex negotiations • A deep understanding of capital markets financing, debt structuring, and capital structure optimization; and a track record of successfully structuring complex financing transactions and executing new facilities from front to back • Prior experience in leading negotiations on various types of financing agreements, credit facilities, and ISDA’s • A deep understanding of Treasury investment portfolio management (capital markets and investment products) and market risk management (including, but not limited to interest rate risk management) • Strong communication skills and ability to distill complex concepts and its impact effectively, especially to a non-Treasury audience • Excellent interpersonal and stakeholder management skills to build strong collaborations and drive influence across internal and external stakeholders, leveraging existing network within capital markets, finance, and fintech industries • Strong strategic thinking and problem solving skills, thinking in both long and short term • The ability to balance superior attention to detail with delivering with speed

🏖️ Benefits

• Competitive salary with top-tier health benefits and life insurance • Retirement savings matching plan using Wealthsimple for Business • 20 vacation days per year and unlimited sick and mental health days • Up to $1,500 per year towards wellness and professional development budgets respectively • 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) • Company-wide wellness days off scheduled throughout the year