Capital Markets Strategist

4 weeks ago

Toronto, Ontario, Canada Wealthsimple Full time
About the Role

As a Capital Markets Manager at Wealthsimple, you will work as a strategic partner within the Treasury team, interacting directly with banking, lenders, investors, and capital markets counterparties. Your role will be to support Treasury initiatives and broader product launches by providing advice and collaborating with leaders in product, operations, trading, finance, legal, regulatory, and compliance.

Key Responsibilities
  • Manage bank and trading counterparties partnerships, agreement negotiations, and credit reviews to support Treasury initiatives and new product launches.
  • Foster and deepen trading counterparties and bank partner relationships, identifying new partnership opportunities.
  • Coordinate trading counterparties onboarding with close collaboration with securities lending desk, operations, legal, and compliance teams.
  • Identify and manage Wealthsimple's corporate foreign currency exposure.
  • Support interest rate risk, foreign exchange, and price risk management; and exposure modeling.
  • Propose risk mitigation strategies and provide ongoing risk monitoring.
  • Be responsible for the counterparty credit risk management and collaborate with key stakeholders to execute on the framework; seek ongoing enhancement opportunities based on industry best practice.
  • Lead presentations on key treasury activities and risk metrics for internal and external stakeholders.
  • Build best-in-class capital markets capabilities to enable product offerings that delight Wealthsimple's clients.

Requirements
  • 4-6 years of Treasury and Capital Markets experience with direct external counterparties negotiation and engagement.
  • Passion for technology, specifically fintech.
  • Successful track record of leading securities lending agreement negotiation and credit review process.
  • Knowledge of capital markets funding and financing transactions such as corporate and broker-dealer various types of credit facilities.
  • Prior experience in reviewing and negotiating ISDA, lending agreements, and credit facilities.
  • Strong understanding of Treasury investment portfolio management, foreign currency risk management, and counterparty credit risk assessment.
  • Excellent interpersonal skills to manage external bank and trading counterparties relationships.
  • Highly effective at working in close collaboration with various internal business partners.
  • Strong communication skills and the ability to explain complex concepts effectively to non-Treasury audiences.
  • Strong analytical and problem-solving skills with superior attention to detail.

Why Wealthsimple?
Wealthsimple provides a competitive salary, top-tier health benefits, and life insurance. We also offer a retirement savings matching plan, 20 vacation days per year, and unlimited sick and mental health days. Additionally, we provide up to $1500 per year towards wellness and professional development budgets, and a 90-day away program for employees to work internationally in eligible countries. Our company-wide wellness days off are scheduled throughout the year, and we have a wide variety of peer and company-led Employee Resource Groups. We're a remote-first team, with over 1000 employees coast to coast in North America. We're committed to building products for a diverse world and need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status. We provide an accessible candidate experience and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

  • Capital Markets Technology Risk Strategist

    22 hours ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job OverviewWe are seeking a highly skilled Capital Markets Technology Risk Strategist to join our team at Scotiabank.

  • Senior Credit Risk Strategist for Capital Markets

    3 days ago

    Toronto, Ontario, Canada Stripe Full time

    At Stripe, our mission is to increase the GDP of the internet by providing financial infrastructure for businesses. As a Senior Credit Risk Strategist for Capital Markets, you will play a crucial role in shaping the future of Stripe's lending product.

  • Risk Management Director, Capital Markets Governance

    2 days ago

    Toronto, Ontario, Canada RBC Capital Markets, LLC Full time

    About RBC Capital Markets, LLCWe are a leading financial institution dedicated to providing exceptional service and innovative solutions to our clients.

  • Business Development Strategist

    2 days ago

    Toronto, Ontario, Canada Capital One Full time

    Key ResponsibilitiesWe are seeking a Business Development Strategist to join our team at Capital One Canada.Job Description:Strategic Leadership: Develop and implement business strategies that drive growth, profitability, and competitive success for Capital One in the face of shifting consumer and regulatory demands.People Management: Coach and mentor...

  • Capital Markets Risk Management Director

    1 week ago

    Toronto, Ontario, Canada RBC Capital Markets, LLC Full time

    Job DescriptionWhat is the opportunity?The Director of Governance and Oversight will be responsible for managing a team of five across two locations, providing central governance and oversight of daily transaction processing with respect to RBC Capital Markets, LLC's compliance responsibilities.This role will call for the contribution of key subject matter...

  • Marketing Strategist

    1 week ago

    Toronto, Ontario, Canada KUNDRA TEXTILES INC. Full time

    Job SummaryKundra Textiles Inc. is seeking a skilled Marketing Strategist to lead our marketing efforts and drive business growth.Key ResponsibilitiesDevelop and implement marketing strategies to increase brand awareness and drive salesSupervise staff and students to ensure effective execution of marketing plansConduct market research to analyze consumer...

  • Capital Markets Strategist

    1 week ago

    Toronto, Ontario, Canada Nova Tribes Inc Full time

    Job DescriptionNova Tribes Inc is seeking a highly skilled and experienced Business Domain SME/Consultant for Capital Markets to join our dynamic team. In this role, you will leverage your in-depth knowledge of capital markets to provide expert advice and insights, helping our clients make informed decisions and achieve their strategic objectives.Key...

  • Marketing Strategist

    2 days ago

    Toronto, Ontario, Canada Ontario Inc. Full time

    Company OverviewOntario Inc. is a dynamic organization that aims to promote industrial and commercial business investment in rural and urban areas.SalaryThe estimated annual salary for this position is between $60,000 to $80,000, depending on experience and qualifications.Job DescriptionThis Marketing Strategist role plays a crucial part in the development...

  • Data-Driven Business Strategist

    4 days ago

    Toronto, Ontario, Canada Capital One Full time

    Capital One is seeking a Data-Driven Business Strategist to join our Strategy & Analytics Team.We're a credit card company driven by customer needs, aiming to make their lives simpler with digital solutions. We foster creative ways to offer banking services based on customer-focused values, compelling products, and great engineering.The role involves...

  • Digital Marketing Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada Capital Markets Placement Full time

    At Capital Markets Placement, we strive to build a brand built on accuracy and integrity. Our mission is focused on providing top-notch products that cater to our customers' needs. As a Digital Marketing Analyst, you will be part of a team that prides itself on delivering exceptional results through data-driven insights and marketing strategies.Key...

  • Marketing Strategist

    4 weeks ago

    Toronto, Ontario, Canada The Successful Investor Full time

    Job Title: Marketing StrategistWe are seeking a skilled Marketing Strategist to join our team at The Successful Investor. As a Marketing Strategist, you will be responsible for developing and implementing effective marketing strategies to drive business growth.Key Responsibilities:Develop and implement marketing strategies to achieve business...

  • Marketing Strategist

    3 weeks ago

    Toronto, Ontario, Canada DARVIZEH MARKETING EXPERTS INC Full time

    DARVIZEH MARKETING EXPERTS INC is seeking a skilled Marketing Strategist to join our team. As a Marketing Strategist, you will be responsible for developing and implementing effective communication strategies to promote our brand and products.Key Responsibilities:Develop and implement communication strategies to promote our brand and productsEvaluate the...

  • Financial Markets Strategist

    3 weeks ago

    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Title: Financial Markets StrategistJob Summary:We are seeking a highly skilled Financial Markets Strategist to join our team at RBC Dominion Securities Inc. The successful candidate will be responsible for developing and implementing strategies to optimize our balance sheet and liquidity initiatives.Key Responsibilities:Coordinate new opportunities that...

  • Marketing Strategist

    3 weeks ago

    Toronto, Ontario, Canada First Empire International CO., Ltd Full time

    Job Title: Marketing StrategistJob Summary: We are seeking a highly skilled Marketing Strategist to join our team at First Empire International CO., Ltd. As a Marketing Strategist, you will be responsible for developing and implementing marketing strategies to promote our products and services.Key Responsibilities:Develop and implement marketing strategies...

  • Marketing Strategist

    4 weeks ago

    Toronto, Ontario, Canada moomoo Full time

    Marketing Strategist RoleWe are seeking a skilled Marketing Strategist to join our team at Moomoo Financial Canada. As a Marketing Strategist, you will be responsible for developing and executing marketing strategies to achieve aggressive growth targets and department KPIs.Key ResponsibilitiesStrategize and plan marketing campaigns to drive business growth...

  • Marketing Strategist

    4 weeks ago

    Toronto, Ontario, Canada DARVIZEH MARKETING EXPERTS INC Full time

    Job Title: Marketing StrategistAbout the Role:We are seeking a highly skilled Marketing Strategist to join our team at DARVIZEH MARKETING EXPERTS INC. As a Marketing Strategist, you will be responsible for developing and implementing effective marketing strategies to drive business growth and success.Key Responsibilities:Develop and implement marketing...

  • Marketing Strategist

    3 weeks ago

    Toronto, Ontario, Canada GTA Fantuan Corp. Full time

    Job Title: Marketing StrategistAbout the Role:We are seeking a highly skilled Marketing Strategist to join our team at GTA Fantuan Corp. As a Marketing Strategist, you will be responsible for advising clients on advertising and sales promotion strategies, conducting analytical marketing studies, and developing marketing strategies to drive business...

  • Marketing Strategist

    4 weeks ago

    Toronto, Ontario, Canada The Successful Investor Full time

    Job Title: Marketing StrategistAbout the Role:We are seeking a skilled Marketing Strategist to join our team at The Successful Investor. As a Marketing Strategist, you will be responsible for developing and implementing effective marketing strategies to drive business growth and increase brand awareness.Key Responsibilities:Develop and implement marketing...

  • Senior Capital Markets Risk Technology Strategist

    5 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Senior Capital Markets Risk Technology Strategist to join our team at Scotiabank. This is a unique opportunity to drive strategy and transform current market risk management platforms using new technologies and tools available.About the RoleDevelop and implement effective solutions that resolve complex business...

  • Marketing Strategist

    4 weeks ago

    Toronto, Ontario, Canada ASN Plumbing & Heating Inc. Full time

    Job Title: Marketing StrategistAbout the Role:We are seeking a highly skilled Marketing Strategist to join our team at ASN Plumbing & Heating Inc. As a Marketing Strategist, you will be responsible for developing and implementing effective marketing strategies to drive business growth and increase brand awareness.Key Responsibilities:Develop and implement...