Full-Time

Senior Associate

Treasury Cash & Settlements

Confirmed live in the last 24 hours

Wealthsimple

Wealthsimple

1,001-5,000 employees

Digital platform for investing and financial management

Fintech
Financial Services

Senior

Remote in Canada

Category
Treasury
Finance & Banking
Required Skills
SQL
Excel/Numbers/Sheets

You match the following Wealthsimple's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Demonstrated success in payments operations, banking and payments, or other cash management related roles
  • Strong proficiency in Excel
  • SQL experience or experience working with treasury management systems is a bonus
  • Excellent interpersonal skills and willingness to work in collaboration with various team members
  • Strong written and verbal communication skills
  • Ability to navigate uncertainty and bring clarity to ambiguity
  • Proactive and action-oriented approach
  • Ability to produce significant output with minimum wasted effort
  • Honesty and integrity
Responsibilities
  • Facilitate day-to-day brokerage money movements necessary to power operations
  • Work closely with various accounting, operations and treasury teams to ensure money movements are performed accurately and risk is appropriately managed
  • Collaborate with a variety of cross functional stakeholders (product, engineering, data science, and finance) to build or improve current workflows
  • Build, maintain, and optimize short-term cash flow forecasts and intraday liquidity monitors
  • Work closely with product & finance teams to stand up cash management processes required for products and initiatives
  • Showcase your understanding of the various Payments rails through your knowledge of Payments Canada regulations where applicable
Desired Qualifications
  • SQL experience or experience working with treasury management systems is a bonus

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 finance experience.

Company Stage

Late Stage VC

Total Funding

$826.6M

Headquarters

Toronto, Canada

Founded

2014

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

0%

2 year growth

-1%
Simplify Jobs

Simplify's Take

What believers are saying

  • 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.

What critics are saying

  • 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.

What makes Wealthsimple unique

  • 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.

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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