Senior Associate, Treasury Cash & Settlements

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

In this role, you will:

• 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.
• Special Requirements: available to start work 8:00am EST

Skills we’re looking for:

• Relevant experience: Demonstrated success in payments operations, banking and payments, or other cash management related roles
• Organization & planning: Plans, organizes, and schedules in a productive manner, allowing for a focus on key priorities and regular updates 
• Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members
• Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team)
• Problem-solving: If something seems off, you want to figure out what’s going on; you enjoy navigating uncertainty, bringing clarity to ambiguity and don’t wait for a playbook to be written
• Proactive & Action Oriented: Acts without being told what to do; taking full ownership of work, and proactively seeks help and input when needed to provide well supported solutions
• Efficiency: Ability to produce significant output with minimum wasted effort; finds the path of least resistance to the problem definition, solution and execution
• Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient
• Data & analytics: Has a strong proficiency in excel, and a history of using data to answer complex problems. SQL experience or experience working with treasury management systems is a bonus. 

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple Work

🌴 20 vacation days per year and unlimited sick and mental health days

📚 Up to $1,500 per year towards wellness and professional development budgets respectively 

🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 

🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)

💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. 

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.