Manager of Treasury & Capital Markets, Wealthsimple
CA$116-145k
+ Equity
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
CA$116-145k
+ Equity
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 7+ years of Treasury and Capital Markets experience with direct external counterparties negotiation and engagement
- Exceptional relationship-building and management skills—you know how to open doors, build trust, and turn conversations into partnerships
- Demonstrated success launching new products and/or capabilities from scratch in fast-paced settings, especially with an external partner
- Prior experience in Canada and US liquidity regulations (LAR, LCR and internal liquidity stress testing), bank’s FTP, and negotiating ISDA’s would be a strong asset
- Strong knowledge of capital markets products and transactions with the ability to structure creative solutions for complex problems
- Deep understanding of Treasury investment portfolio management, foreign currency, interest rate, equity market risk management
- A passion for technology, specifically fintech
- Outstanding communication skills—you can translate complex Treasury/financial concepts into clear narratives for a non-Treasury audience
- Entrepreneurial mindset with comfort operating in ambiguity and building as you go
- Strong analytical skills, attention to detail, and bias for action
- We’re looking for someone who thinks big, sweats the small stuff and keeps things simple
- You are adaptable, flexible, and thrive in a collaborative, innovative environment where two days rarely look the same
What the job involves
- You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done
- As a Manager, Treasury Capital Markets, you will work as a strategic partner within the Treasury team and interact directly with banking partners, lenders, investors, fintechs, capital markets counterparties, and key functional leaders within Wealthsimple to support Treasury initiatives and broader product launches.
- As a trusted advisor, you will provide advice and collaborate with leaders in product, operations, trading, finance, legal, regulatory & compliance to find creative solutions to complex problems
- Lead strategic negotiations with banks, fintechs, and capital markets counterparties to support both Treasury initiatives and Wealthsimple's product ecosystem
- Build and scale strategic partnerships with banks, fintechs, and capital markets players to unlock new product capabilities and accelerate growth
- Oversee Wealtsimple’s Treasury investment portfolio to propose investment plan, execute strategy, monitor and optimize portfolio performance on an on-going basis
- Identify and manage Wealthsimple’s corporate foreign currency, interest rate, and equity exposure
- Propose and implement hedging strategies and work with the controller team to ensure proper accounting treatment
- Maintain and enhance Investment Policy and Market Risk Management Policy
- Drive negotiations with banks, fintechs, and other financial partners in order to expand and stand up new relationships to engage in partnerships to support Wealthsimple products
- Responsible for deposit capacity management and seek ongoing opportunities beyond the industry status quo
- Leverage your professional network to create strategic alliances that give Wealthsimple a competitive edge
- Partner cross-functionally with internal stakeholders like Product, Engineering, Regulatory and Legal teams to enable seamless product launches
- Build best-in-class capital markets capabilities to enable product offering that delight Wealtsimple’s clients
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratise investment management. These companies are disrupting the industry by automating many of the processes involved in investment, removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Oct 2025
$401.7m
LATE VC
May 2021
$547.7m
LATE VC
Total funding: $1.3bn
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Leadership
Michael Katchen
(Co-Founder & CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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