Job description
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.
Wealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client’s on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what’s right for each client.
In this role, you will:
- Be a key member of the Options clearing team, the team is responsible for Options life cycle management
- Be responsible for daily execution of all operational critical activities related to options reconciliations, settlements and expiration.
- Work directly with motivated Operations Associates to ensure the accuracy of the records we hold for clients.
- Take ownership of critical trade and position reconciliations escalating to the trade desk, counterparties and other teams as necessary to reduce risk.
- Be a subject matter expert on how options are cleared through direct experience with the CDCC using SOLA and OCC. Knowledge of Options Exercise and Assignments and CDS/DTCC is beneficial.
- Troubleshoot, manage, and proactively resolve reconciliation differences.
- Use data to identify inefficiencies and propose solutions.
- Develop processes to increase the efficiency of our back-office operations.
We’re looking for people who:
- Have 3+ years experience working at a broker-dealer, handling back office reconciliations, option expiration responsibilities for options clearing is required (IIROC-regulated dealer is preferred).
- Are passionate about technology, specifically fintech.
- Are organized with a strong attention to detail and be comfortable working with a large set of data with the ability to meet tight deadlines.
- Have awesome people skills and a positive attitude. You will be working in a highly collaborative environment.
- Possess strong Excel skills.
- Availability to support early and late hours in rotating shifts.
- Are naturally curious: if something seems off, you want to figure out what’s going on.
- Have completed or are pursuing industry courses (CSC, DFOL etc)
- Have experience or familiarity with programming a plus (especially SQL).
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.
