Manager, Brokerage Platform Operations

3 days ago

Toronto ON, Toronto Census Division, ON; Ontario, Canada Wealthsimple Full-time €116,000 - €145,000 Temporary
Wealthsimple is Canada's leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. Wealthsimple is Canada's leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. Reporting to the Director, Brokerage Account Operations, you will own and scale our brokerage general ledger processes. Your core mission is to safeguard ledger integrity, ensure regulatory audit readiness, and systematically improve core brokerage processes. The Brokerage Operations team manages the engine behind Wealthsimple's brokerage services. We ensure billions of dollars move seamlessly, accurately, and in full compliance with regulatory standards. Our team works cross-functionally to bridge technical engineering specs with real-world financial accuracy. Ensure Ledger Integrity: Lead cross-functional efforts to ensure accurate journal entries, reconciliations, and reporting for all client transactional data. Remediate Systemic Issues: Investigate data anomalies entering the general ledger, tracing root causes to design automated, long-term solutions. Oversee Asset Movements: Monitor internal and external ledger transfer bookings, tracking timelines so exception cases are handled promptly. Scale Operations: Partner with Engineering to automate manual workflows, reduce operational risk, and support new product launches. Mentor team members while designing process improvements that reduce manual burden and eliminate single points of failure. 5+ years of experience in brokerage or broker-dealer accounting, finance, or ledger operations. ~ Direct general ledger experience operating an in-house or non-outsourced ledger day-to-day. ~ Cross-functional fluency with the ability to communicate technical requirements to Engineering and accounting logic to Finance. ~ Experience with regulatory oversight, such as Monthly Financial Reports (MFRs) or SOC audit support. Hands-on experience mapping software systems like Oracle GL or NetSuite. Hands-on experience using SQL Top-tier health benefits and life insurance ~ Long-term group savings with employer match, through Wealthsimple for Business ~20 vacation days, 4 wellness days, and unlimited sick and mental health days per year ~Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS ~ Technology & Innovation at Wealthsimple: We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building. Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. If you have questions about how your data is used, reach out to us.