Senior Associate, Investing Operations

Who you are

You have a strong background in operations, ideally within the financial services sector, and understand the intricacies of managing investment accounts. You think big and pay attention to the small details, ensuring that every aspect of your work contributes to a seamless client experience. You thrive in a collaborative environment where communication is open and everyone is trusted to own their work. You are passionate about operational excellence and have a keen interest in how technology can simplify financial services for users.

Desirable

Experience in fintech or a related field is a plus, as is familiarity with trading operations and investment products. You are comfortable working with data and have a knack for problem-solving, especially when it comes to resolving trade disputes and ensuring smooth settlements.

What you'll do

As a Senior Associate in Investing Operations, you will be a key player in the Clearing Operations team, which is essential for executing trades for Wealthsimple clients. Your responsibilities will include managing position and cash movements, ensuring that trades are settled smoothly with executing brokers, and addressing any trade disputes that may arise. You will support both self-directed and managed investment accounts, ensuring that every transaction is processed efficiently. You will also play a role in expanding the range of products offered, including mutual funds, and will work closely with various teams to enhance the overall client experience.

What we offer

Wealthsimple offers a dynamic work environment where you can make a significant impact on the financial lives of our clients. You will be part of a mission-driven company that values collaboration, humility, and quality. We provide opportunities for professional growth and development, and we encourage you to apply even if your experience doesn't match every requirement. Join us in reimagining financial services and helping everyone achieve financial freedom.