Full-Time

Manager – Collateral Management

Posted on 8/1/2025

Wealthsimple

Wealthsimple

1,001-5,000 employees

Digital wealth platform with automated investing

No salary listed

Remote in Canada

Remote

Category
Finance & Banking (2)
,
Requirements
  • Experience: 5+ years of experience in a collateral management, treasury operations, or securities finance role. Direct experience working with Clearing House collateral (OCC/CME/CDCC). Experience implementing a Collateral Management System is a strong asset.
  • Problem Solving: You proactively identify issues impacting the team and lead the development of well-supported solutions. You enjoy navigating uncertainty and bringing clarity to ambiguity.
  • Data & Analytics: A history of using data to answer complex problems and inform decisions. SQL and financial modeling skills are an asset.
  • Organization & Planning: You plan, organize, and schedule efficiently. You are effective at prioritizing for the team, balancing day-to-day execution with project work.
  • Collaboration: Excellent interpersonal skills and a willingness to work in collaboration with various team members, with a track record of contributing to cross-functional projects.
  • Strong Written & Verbal Communication: You speak plainly and truthfully. You can communicate complex ideas in a simple and easy-to-understand way for any audience.
  • Proactive & Action-Oriented: You act without being told what to do, take full ownership of your work, and proactively seek help and input when needed.
  • High-Level Judgment: You exercise strong judgment in complex situations, making informed decisions and anticipating potential consequences for your projects.
  • Honesty/Integrity: doesn't cut corners; does what is right, not what is politically expedient.
Responsibilities
  • Manage day-to-day collateral processes with a focus on meeting daily collateral calls and supporting treasury money movements that power our products.
  • Oversee and implement robust risk mitigation strategies for the team, balancing speed with the need for adequate controls.
  • Manage our collateral sources and uses; contribute to the implementation of an optimization engine.
  • Design and implement collateral management procedures for new products and initiatives.
  • Work with stakeholders to forecast and anticipate growth in collateral requirements, and develop a playbook to operationalize this.
  • Maintain and build strong relationships with counterparties, acting as a key contact for middle and back-office functions.
  • Problem-solve and collaborate with multiple stakeholders—including Product, Engineering, Trading, Treasury, and Finance—to support the launch and scale of new products.
  • Build processes, establish metrics, and stand up a structure that provides visibility into holistic collateral needs across the brokerage.
  • Ensure compliance with all IIROC, GMSLA, and other regulatory requirements.

Wealthsimple is a digital financial platform that provides tools to help people manage money, invest, trade stocks, buy cryptocurrency, save, spend, and file taxes all in one place. It works by offering services such as automated investing (a robo-advisor that builds and rebalances portfolios), commission-free stock trading, cryptocurrency investments, and quick tax filing. Revenue comes from management fees on investment accounts, transaction fees, and premium service subscriptions. Wealthsimple differentiates itself through a user-friendly, tech-enabled experience that aims to be more human-centric and accessible, especially for young professionals and tech-savvy users, while offering a broad set of financial tools in one platform. Its goal is to simplify financial management and make financial services easy to use for a wide audience.

Company Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$1.4B

Headquarters

Toronto, Canada

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Assets hit $124.8B in Q1 2026, up 71% YoY from RRSP deposits.
  • $750M raise at $10B valuation funds growth across trading and investing.
  • USDC pilot with Visa Canada achieves seven-day institutional settlements.

What critics are saying

  • Margin trading triggers mass liquidations during downturns within 6-12 months.
  • Rising rates make client margin carry trades unprofitable, causing outflows.
  • OSC scrutiny halts USDC services under 2026 stablecoin rules within 12 months.

What makes Wealthsimple unique

  • Wealthsimple offers zero-commission options contracts, first in Canada.
  • Direct indexing portfolio enables 0.5% annual outperformance via tax-loss harvesting.
  • AI-powered dashboard from Fey acquisition analyzes stocks and market drivers.

Help us improve and share your feedback! Did you find this helpful?

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

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-3%

2 year growth

-2%
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Feb 18th, 2026
Wealthsimple's $536M raise boosts Canadian fintech as investor appetite for scale grows

Canadian fintech investment activity in 2025 was driven by three major deals: H.I.G. Capital's $898 million buyout of Converge Technology Solutions, Wealthsimple's $536 million equity raise, and Ripple's $200 million acquisition of Rail, according to KPMG Canada. KPMG partner Dubie Cunningham says investors are prioritising mature Canadian fintechs with strong customer penetration and scalable platforms. She expects this trend to continue in 2026, particularly as Canada's open banking framework launches later this year. By sector, AI fintechs received the most funding deals with 29, followed by crypto and blockchain companies with 26. KPMG's Kareem Sadek predicts Canada's new stablecoin regime will drive increased investor interest in digital assets in 2026, reducing regulatory ambiguity and enabling broader adoption of blockchain-based solutions.

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Wealthsimple Investments raises $532M across 6 private funds, up 76% from 2024

Wealthsimple Investments Inc., a subsidiary of Wealthsimple Financial Corp., raised $531.62 million across six private investment funds in 2025, up from $301.97 million across two funds in 2024. The Canadian firm introduced two new funds this year: Wealthsimple Private Infrastructure Fund I, raising $3.05 million, and Wealthsimple Private Market Fund I, raising $8.39 million. Its largest fund, Wealthsimple Private Equity Fund I, raised $201.22 million, whilst Wealthsimple Private Credit Fund 1 Trust raised $178.19 million. Wealthsimple Investments is a registered Investment Fund Manager and Investment Dealer. The company also manages Wealthsimple Venture Fund I separately, whilst its ETF funds are managed by Mackenzie Financial Corporation.

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Wealthsimple raises $750M at $10B valuation

Wealthsimple announced a CAD $750 million equity round at a CAD $10 billion post-money valuation to boost growth. The round includes a $550 million primary offering and a secondary offering of up to $200 million. It is co-led by Dragoneer Investment Group and GIC, with participation from CPP Investments, Power Corporation of Canada, IGM Financial Inc., ICONIQ, Greylock, and Meritech. This investment underscores strong global confidence in Wealthsimple's future in financial services.

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Simple Ventures Raises $15M to Build Canadian Companies | Fintech.ca

Canadian venture builder Simple Ventures has raised $15 million to accelerate the creation of new companies at home and entice Canadian founders abroad to return. The round drew backing from TD Innovation Partners (TDIP), Sun Life, Sobeys, and high-profile founder-operators including Mike Katchen (Wealthsimple), Harley Finkelstein (Shopify), and Joanna Griffiths (Knix), alongside other prolific investors […]

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