Job Description
Overview
Wealthsimple’s mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We’re Canada’s largest fintech, trusted by over 3million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. Responsibilities
Research how the organization operates, identify workflows where manual effort, reconciliation breaks, and tooling gaps increase operational and regulatory risk, and ship solutions to eliminate those problems. Lead end‑to‑end automation of high‑volume manual workflows, including regulatory reporting (AML STR/LVCTR/EFTR, Form1/CIRO, DTC asset segregation), journal entries, reconciliations, collateral monitoring, brokerage liquidations, and complex registered‑plan administration. Embed with enablement teams—Brokerage Operations, AML/Compliance Supervision, Trade Desk, Treasury, Account Operations, Margin Supervision—to deepl...
Wealthsimple’s mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We’re Canada’s largest fintech, trusted by over 3million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. Responsibilities
Research how the organization operates, identify workflows where manual effort, reconciliation breaks, and tooling gaps increase operational and regulatory risk, and ship solutions to eliminate those problems. Lead end‑to‑end automation of high‑volume manual workflows, including regulatory reporting (AML STR/LVCTR/EFTR, Form1/CIRO, DTC asset segregation), journal entries, reconciliations, collateral monitoring, brokerage liquidations, and complex registered‑plan administration. Embed with enablement teams—Brokerage Operations, AML/Compliance Supervision, Trade Desk, Treasury, Account Operations, Margin Supervision—to deepl...
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