Senior Manager, Capital & Liquidity Management

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Wealthsimple

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 2014

💳 Fintech

🏦 Bankwesen

💸 Finanzen

🔥 Finanzierung im letzten Jahr

💰 €393.043.839 Series E - Wealthsimple im 2025-10

Fintech • Banking • Finance

Wealthsimple ist ein kanadisches Finanztechnologieunternehmen, das Dienstleistungen in den Bereichen Konsumentenbanking, Investitionen und Vermögensverwaltung anbietet. Es bietet Girokonten, Sparkonten, Kreditkarten, Direct-Trading (Aktien, ETFs, Optionen), Kryptowährungshandel, verwaltete Portfolios, Steuerdienstleistungen und Beratungs-Vermögensverwaltung für vermögende Privatkunden. Wealthsimple kombiniert digitalorientiertes Banking und kostengünstige Anlageprodukte, die auf Privatkunden abzielen, zusammen mit Werkzeugen und Bildungsinhalten zur Unterstützung der persönlichen Finanzen.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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