Manager, Capital & Liquidity Management

Wealthsimple; Canada; Remote; CAD 80,000 - 120,000; Full time

Job summary

An innovative fintech leader is seeking a Manager for Capital & Liquidity Management. This role offers a unique opportunity to shape financial strategies and optimize resources within a dynamic and collaborative environment. You will work closely with various teams to enhance treasury operations, manage risks, and implement effective capital allocation strategies. With a commitment to transparency and accessibility, this forward-thinking company provides a supportive workplace that values diversity and inclusion. If you are passionate about finance and technology, this position could be your next big step!

Benefits

Competitive salary

Top-tier health benefits

Retirement savings matching

20 vacation days

Unlimited sick and mental health days

Wellness and professional development funding

90-day international work program

Company-wide wellness days off

Qualifications

• 5-7 years of treasury/finance experience focusing on balance sheet management.
• Deep knowledge of liquidity risk and capital adequacy.

Responsibilities

• Manage capital and liquidity policies and frameworks.
• Oversee treasury risk management and reporting.

Skills

Treasury Management

Financial Modeling

Risk Management

Communication Skills

Resource Optimization

Job description

Join to apply for the Manager, Capital & Liquidity Management role at Wealthsimple

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we make financial services transparent, low-cost, and accessible. As the largest fintech company in Canada, we serve over 4 million users with more than $50 billion in assets.

We foster a collaborative, innovative environment where talented individuals can thrive. We value simplicity, humility, and inclusion, creating high-performing teams where everyone is inspired to do their best.

As a Manager, Capital & Liquidity Management, reporting to the Director, you will be a strategic partner within the Treasury team, working closely with Finance, Product, Operations, Data Science, and other leaders to manage capital and liquidity effectively. You will advise and collaborate across functions to develop creative solutions for complex problems, thriving in a flexible and dynamic environment.

In this role, you'll have the opportunity to:

• Manage Wealthsimple’s capital and liquidity policies and frameworks
• Oversee treasury risk management, including risk identification, assessment, monitoring, and reporting
• Lead the design, implementation, and testing of contingent funding plans
• Assess key liquidity and capital assumptions to optimize resources and mitigate risks
• Serve as an expert in treasury modeling, stress testing, and scenario planning
• Establish capital allocation frameworks and strategies for optimization
• Monitor asset-liability management metrics to improve balance sheet efficiency
• Review internal and external factors affecting balance sheet exposure, recalibrating thresholds as needed
• Understand capital structure, fund flows, and support new initiatives with analysis and benchmarking
• Assist in planning, forecasting, and capital and liquidity optimization efforts across entities

We are looking for someone with:

• 5-7 years of treasury/finance experience focusing on balance sheet management and resource optimization
• A passion for fintech and technology
• Experience in financial modeling, stress testing, planning, and policy drafting
• Deep knowledge of liquidity risk, capital adequacy, and risk management
• Understanding of capital structures and balance sheet management
• Familiarity with Canadian broker-dealer regulatory requirements
• Strong communication skills tailored to diverse audiences
• A self-motivated, independent, and detail-oriented approach, with a solutions focus

Please submit your application by April 25th, 2025.

Why Wealthsimple?

• Competitive salary, top-tier health benefits, and life insurance
• Retirement savings matching plan via Wealthsimple Work
• 20 vacation days plus unlimited sick and mental health days
• Up to $1,500 annually for wellness and professional development
• 90-day international work program
• Employee Resource Groups (Rainbow, Women of Wealthsimple, Black @ WS)
• Company-wide wellness days off

We’re a remote-first team across North America, shaping the future of finance for millions. Join us and help lead innovation!

Read our Culture Manual to learn more about our work environment.

Technology & Innovation

We believe in bold innovation. Every team member is encouraged to leverage new technologies, including AI, to rethink work and create value. We seek individuals energized by change, committed to evolving with the world around us.

DEI Statement

We are committed to diversity and encourage applications from all backgrounds to build inclusive products and teams.

Accessibility

We provide accessible candidate experiences and accommodations upon request. Your feedback helps us improve our practices.