Director, Capital Markets - Treasury at Wealthsimple

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Passion for Wealthsimple, fintechs, technology, and AI
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
Demonstrated ability to manage external strategic relationships with banks, lenders, investors, and capital markets counterparties, including leading complex negotiations
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
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

Responsibilities

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 Wealthsimple’s clients

Skills

Key technologies and capabilities for this role

TreasuryCapital MarketsDebt StructuringInvestment Portfolio ManagementBanking NegotiationsFinancingCorporate FinanceRelationship Management

Questions & Answers

Common questions about this position

What experience is required for the Director, Capital Markets - Treasury role?

Candidates need 10+ years of experience in Treasury, Capital Markets, and Corporate Finance, with Debt Capital Markets, Leveraged Finance, or Investment Banking experience being a strong asset. They should also have a demonstrated ability to manage external strategic relationships.

What is the salary or compensation for this position?

This information is not specified in the job description.

Is this role remote or does it require office work?

This information is not specified in the job description.

What is the company culture like at Wealthsimple?

Wealthsimple values collaboration, humility, and creating inclusive, high-performing teams where people can be inspired to do their best work. The environment is fast-paced, innovative, and adaptable, with teams that ship often and make an impact with groundbreaking ideas.

What makes a strong candidate for this Treasury Director role?

A strong candidate has a passion for Wealthsimple, fintech, technology, and AI, plus the ability to thrive in fast-paced, ambiguous settings while building products and processes from the ground up with limited guidance.

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters

2014Year Founded

$826.6MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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