Jobs at Wealthsimple

Own workforce scheduling for contact centre teams across phone, chat, and email. Build schedules, manage shrinkage and coverage, process schedule changes, analyze adherence and service metrics, explain staffing trade-offs, and partner with People Ops, Enablement, Systems, and domain leaders. Improve scheduling processes through automation and tools such as Playvox and Claude.

Lead full-stack development of people intelligence products, including performance, compensation, talent review, rewards, and employee self-service tools. Design scalable integrations with HR systems and people data platforms, protecting sensitive employee information through authentication, authorization, and auditability. Partner with People teams to simplify complex processes, lead products from conception through iteration, and improve engineering standards through reviews, documentation, and mentorship.

Investigate and manage security incidents from triage through containment and documentation. Build incident-response playbooks, automate repetitive workflows, improve SIEM and SOAR capabilities, develop detection rules, report incident trends, and coordinate with Engineering, HR, Fraud, and Privacy teams. Participate in on-call support and act as incident commander for lower- and medium-severity incidents.

Lead complex security incident investigations, serve as Incident Commander, develop response playbooks and automation, improve SIEM and SOAR capabilities, create detection rules, coordinate insider-threat investigations, mentor responders, and participate in on-call incident response.

Own daily options clearing operations, including reconciliations, settlements, expirations, exercises, assignments, and transfers. Investigate and resolve trade and position discrepancies, using SQL and spreadsheet analysis to identify breaks and improve workflows. Partner with trading, engineering, product, and operations teams to reduce risk and scale back-office processes. Support rotating early and late hours around market events and settlement cycles.

Owns onboarding, learning, employee experience, and company-wide events end to end. Designs and facilitates live programs for employees and leaders, builds curricula in a learning platform, produces in-person and remote events, manages vendors and budgets, and measures program effectiveness through feedback and metrics. The role partners across People Operations, Talent Acquisition, Communications, IT, Brand, and business leadership to improve employee experiences and scale programs.

Owns counterparty credit risk assessments, credit-limit recommendations, exposure monitoring, concentration limits, stress testing, and risk-policy procedures. The role analyzes financial statements and broker-dealer regulatory capital, including risk-adjusted capital, net excess capital, Form 1, and FOCUS filings. It partners with Treasury, Finance, Market Risk, Legal, Product, and Securities Lending teams to identify emerging risks and maintain exposures within approved thresholds.

Build, orchestrate, test, monitor, and maintain automated operational workflows supporting an AI chat platform. Investigate pipeline failures using advanced SQL and Python, apply QA practices, identify root causes, manage workflow lifecycle hygiene, and use AI tools for data parsing and error classification. Partner with engineering and operations stakeholders to translate process requirements into scalable technical solutions.

Own card fraud strategy across application, transaction, and account takeover fraud. Manage fraud loss budgets, design and optimize detection rules, backtest models, set ML risk thresholds, and balance fraud prevention with client experience and operational costs. Partner with Product and Engineering to implement controls, guide data scientists and analytics developers, mentor junior teammates, and influence cross-functional stakeholders without direct authority.

Own net-new SMB customer acquisition for Wealthsimple Business by building growth channels from scratch. Lead paid media, partnerships, content, community, webinars, positioning, and funnel experiments. Analyze CAC/LTV and downstream pipeline value, scale successful campaigns, collaborate with demand generation on nurture handoffs, and use AI to accelerate audience research, creative development, copy iteration, and experimentation.

Own credit policy for Wealthsimple’s new SMB business lending products, including underwriting, adjudication, credit limits, pricing, exposure management, collections strategies, and lifecycle monitoring. Analyze portfolio performance through vintage and cohort analysis, champion-challenger testing, and quantitative modeling. Partner with Engineering, Product, Data Science, Fraud, Collections, and Client Experience to build automated lending infrastructure and define risk appetite.

Conduct quantitative research, build market and order-flow models, develop algorithmic trading and routing systems, and manage their daily operations. The role includes designing simulation frameworks, validating algorithm performance against historical and real-world data, adapting systems to changing market conditions, and partnering with engineering, data science, operations, and product teams.

Supports Treasury through financial analytics, regulatory reporting, dashboards, and data-driven decision-making. Uses SQL, Excel, Kyriba, and business intelligence tools to extract and analyze treasury data, manage recurring reports, improve processes, and ensure accuracy. Collaborates with Product, Engineering, Data Science, Finance, IT, and senior stakeholders on cash and collateral management projects and translates business requirements into technical reporting solutions.

Lead major and reputation-sensitive incidents from initiation through resolution. Translate technical telemetry and root causes into clear client, executive, and external communications; coordinate Engineering, Product, CX, Legal, Compliance, Risk, and Leadership; establish incident playbooks and communication standards; protect responders during crises; quantify impact with Data Science; and lead post-incident reviews and remediation.

Own and grow partnerships that drive customer acquisition for Wealthsimple across digital and real-world channels. Responsibilities include sourcing and negotiating partner relationships, securing co-marketing and referral agreements, managing business banking acquisition channels, activating sponsorships, and delivering net-new funded clients and deposits. The role partners with Growth, Brand, Product Marketing, and Business Banking Product teams while measuring campaign performance, attribution, reach, and ROI.

Lead and develop a software engineering team building institutional investment transfer platforms. Responsibilities include hiring, coaching, technical direction, roadmap planning, reliability and scalability improvements, operational automation, cross-functional delivery, engineering best practices, incident response, and AI-assisted development. The role partners with Product, Design, Operations, CX, Infrastructure, Security, and SRE teams in a complex financial technology environment.

Manages the end-to-end operating rhythm for Active Trader marketing campaigns, including briefs, creative workflows, stakeholder coordination, budgets, timelines, reporting, and legal, compliance, and regulatory reviews. The role builds processes and tracking systems, coordinates internal teams and vendors, ensures campaigns launch accurately and on schedule, analyzes results, and uses AI tools to improve marketing operations.

Execute multi-channel growth marketing campaigns across email, in-app messaging, and mobile push. Manage audience segmentation, journey orchestration, templates, quality assurance, deployment, performance reporting, partnerships, and referral campaigns. Use AI tools to improve content generation, QA, briefs, workflows, and analysis. Develop personalization and experimentation strategies that support acquisition, activation, retention, and engagement while collaborating with Product, Engineering, Design, Data, and Marketing teams.

Build and maintain sophisticated lifecycle marketing systems using Braze, HTML, CSS, Liquid, SQL, APIs, and webhooks. Develop interactive email, in-app, and web experiences; manage automation journeys, personalization, segmentation, integrations, reporting, and platform administration. Evaluate AI and workflow automation tools, create self-service solutions, troubleshoot technical issues, and support marketers through technical guidance, documentation, and training.

Develop and lead innovative integrated brand campaigns across film, digital, social, print, and interactive experiences. The role owns creative projects from concept through production, provides art direction, creates storyboards and visual assets, presents creative concepts, collaborates with cross-functional teams, directs designers and production partners, and uses AI tools for prototyping and asset development.